Ryan Shanks

Step Beyond Awareness and Make Diversity a Pillar of Your Business

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Latest Posts

Step Beyond Awareness and Make Diversity a Pillar of Your Business

Talking about diversity in financial services isn't anything new. Whether we're focusing on gender, race, socioeconomic backgrounds - diversity has been the gorilla in the room..

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FA Match Letter To Advisors

Dear Advisors, I believe there is an epidemic of untapped potential in our industry.

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Is Your Firm Leading with Purpose or Ego?

In recent years, companies everywhere have worked hard to adjust to a huge spike in purpose-driven consumerism. Research tells us that across the world, 63% of consumers prefer to..

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Small Firms Can Make a Big Impact with the Right Advisors

If you visit the home page of your favorite industry news publication right now, you're likely to see a story announcing a significant merger or acquisition. The M&A activity is..

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The Two-Way Street of Advisor Recruiting

For the last 20 years, I've worked as a recruiter for financial advisors under the sole belief that building a winning team can happen only when the firm and the advisor are..

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