by Shelly Brockman | May 20, 2022 | Chase, Jeff, Podcasts, Shelly
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting client...
by Shelly Brockman | May 19, 2022 | Advisors, Chase, Jeff, Shelly
Advisor-Client Events Have Changed For the past two years, we have faced this large absence of physical connection in our lives—it cascaded into the microscopic details of our everyday routine. Transitioning the breakfast table into a classroom, eating at your...
by Shelly Brockman | Dec 16, 2021 | Advisors, Investment Management, Shelly
To be compensated, or not to be compensated, that is the question. Every RIA firm has a compensation model, yet all firms structure their employee salaries in various ways: commission-based, an annual base, or something entirely different. Ask around, and 98% of the...
