News, Vision & Voice for the Advisory Community


RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them

To achieve growth, investment advisors need to stop avoiding a 'sales culture' and achieve clear organic growth goals by, cough... selling

Author Guest Columnist Amy Parvaneh September 22, 2020 at 4:31 AM
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Amy Parvaneh: [Success] comes to me from Wall Street training but also from the hard knocks of immigrating to the US when I was 12 years old

Jeff Spears

Jeff Spears

September 22, 2020 — 3:02 PM
Great article that combines Goldman and Parenting. Difficult,but we need to keep at it so we can keep our job and our kids attention.

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2023 was great RIA year and nobody really noticed, setting up 2024 for a more visceral reap

Pushing toward $10 trillion on multiple rising tides -- and with much creative destruction sorted out -- the RIA channel, ethos and movement are succeeding quietly in plain sight

December 30, 2023 at 1:39 AM

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