25 yrs in practice - 100% fee based since 1996- comprehensive planning - cfp - ecently separated from large RIA after 10 yrs due to changes in ownership, size, direction that began about 2 yrs ago
Had $200m and 350 households negotiated out with $75m 150 households with 18 months until I can go back for the rest.
Rebranded myself and affiliated with another large RIA barrons top 5 with 100% independence now
Diversifying revenue sources via collaborative arrangements with interrelated professions utilizing insurance and mortgage licensing that have been dormant as well as other transparentl mutual referral fee arrangements in acceptance of the evolving role that financial planners seem to headed toward quasi life coach.
Invested heavily in technology and latest fin-tech platforms for access to newest products n services as well as exponential marketing marketing systems via social media and email
Consistent referrals are common even if I just come to work and serve my clients as I've done for years
But I'm bored and lonely and want to be at the forefront of spending industry changes coming our way.