Ryan Shanks
Delivering on Diversity and Inclusion in Financial Services
Latest Posts
Delivering on Diversity and Inclusion in Financial Services
In 2020, the House Financial Services Committee in conjunction with the Diversity and Inclusion Subcommittee, sought to gather data from 44 of the biggest banks in the U.S. to..
5 Tips to Finding Your Financial Advisor Mentor
“If you cannot see where you are going, ask someone who has been there before.”- J Loren Norris There are few fields, few industries, few jobs, for which a mentor is unnecessary...
Understanding Financial Advising Business Structures
One of the great things about a career in financial advising is that it’s a big umbrella. If you want a regular schedule, you have options. If you want significant earning..
Pros and Cons of Sticking With Your Wirehouse
The Clash famously asked “Should I stay or should I go?” and there’s little doubt that most of us have asked that question about any number of situations in our lives. However,..
5 Financial Advisor Skills to Advance Your Career
Financial advising isn’t for everyone. Despite significant growth expected in the field, not everyone is flocking to find a position at a firm or wirehouse. Why not? Simply put,..
Financial Service Client Retention Through Career Moves
In the financial services industry, we spend a lot of time talking about assets and value. We discuss strategies to grow both of those over the short and long term. We look at a..
Essential Steps to Building Your Financial Advisor Succession Plan
We advise our clients to invest as preparation for their future, yet many of us fail to heed the same advice when it comes to our careers. We’ve all had a client come to us..
How to Find the Right Firm as a Financial Advisor
It may be a bit of a cliche, but life really is about choices. The choices you make today, as a financial advisor, especially those related to your career, can help put you in a..
Breakaway Advisor: What You Need to Know About Compliance and More
As financial advisors, many of us likely recommend a diversified portfolio to our clients. We do so for a variety of reasons, but one of the most important is the inherent risk of..
6 Questions Advisors Should Be Asking Their Recruiter
Over the last 20 years, I've had my fair share of meetings with advisors who've been reluctant to work with another recruiter, having been stung by one in the past. I understand;..
Popular Post