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What I Want to Tell You

Twice a year, I put together a list of my Amazon product recommendations. Of course, that list is usually loaded with gingerbread products and the audience consists of the 5,000 members of the Facebook group I created for gingerbread lovers. This year, I decided to make a list for my LinkedIn followers as well. But instead of kitchen gadgets, it's all about the office gadgets! 

Transitions are disruptive. There’s no way around it. The amount of preparation that goes into the process can be overwhelming, especially if …

We live in a COVID world right now. Things are in a constant state of flux and society is changing rapidly. Even …

Deciding to switch firms can be one of the most rewarding choices an advisor can make in his or her career. However, …

When it comes to advisor transitions, preparation is the key to success. However, it’s hard to know how to prepare when you …

Once upon a time (about 4 years ago), I started my own firm, and I was riding the roller coaster of entrepreneur emotions. Going from feeling like I was on top of the world, being free and empowered.

“Compliance is cool!” said no one ever. Okay, that was a little harsh. I have a love/hate relationship with compliance. As someone …

The RIA space is BOOMING. Advisors are making moves left and right. The Great Resignation, brought about by a global pandemic, has …

Choosing a custodian is an important decision when starting an RIA. The problem is, it’s hard to find objective research on the subject.

Ever wonder how other entrepreneurs make content creation and distribution look so easy? How they make such creative and engaging graphics?

You’ve decided to start your own RIA…. Congratulations! Or, maybe you’re still trying to figure out if you should start your own RIA or join an existing one.

Ever since Morgan Stanley and UBS left the Broker Protocol, there’s been a bit of anxiety amongst advisors. While the decisions to …

The RIA industry has grown quickly over the last few years. As general awareness of the industry has increased over time, so …

Broker Protocol is a touchy subject these days. Are they in? Are they out? There’s a lot of trepidation about the topic. …

When it comes to advisor transitions, especially when leaving a wirehouse to start or join an RIA, there are a number of …

Work-life balance is the balance between time allocated for work and other aspects of life that an individual seeks. So how does …

The landscape of the wealth management industry is rapidly changing. The establishment of independent practices is on the rise and many of …

Watch Grier Rubeling, owner/operator of Advisor Transition Services, talk about how her services can add value during your transition.

I was working with an advisor at UBS a few years ago who decided he wanted to go  independent. He’d been introduced …

Watch Grier Rubeling, owner/operator, of Advisor Transition Services talk about the business she started and how she helps advisors through transitions.

This article was previously published by IronstoneHQ – See it Here Research. It’s the most important aspect of making any kind of life-changing …

This post was previously posted by Paladin Digital Marketing – See it here So, you’ve decided to leave the relative comforts of the wirehouse …

The word of the day is INSPIRATION, and the quote of the day is: “Outsource inspiration wherever and whenever possible” Me Yes, …