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In The News

Don’t sell your soul for a large transition package

by The Independent Grid | Feb 15, 2018

In the 16th century book, Faust sells his soul to the devil, Mephistopheles, in exchange for 24 hours of tutelage in black magic. It was a decision he would later regret. READ MORE

In The News

From CNN to Entrepreneurial Success Featuring Tony Conte

by The Independent Grid | Jan 2, 2018

Cool Things Entrepreneurs Do Pod Cast

In The News

Hiring Remote Workers Can Reduce Advisors’ Cost

by The Independent Grid | Dec 7, 2017

Paperwork: no doubt one of the biggest hindrances to any professional. In the financial services industry, the administrative requirements inherent to our line of work are considerable, and for those who do not have administrative support, it can be detrimental to the growth potential of their business. READ MORE

In The News

How to Retain Your Clients and Your Sanity When Transitioning to a New Firm

by The Independent Grid | Nov 15, 2017

So…after careful consideration and due diligence, you’ve decided to change firms. Your excitement about moving may be tempered by what lies ahead – transitioning your practice. Whether you have undergone a transition previously or not, it’s safe to assume that most advisors view this as no small undertaking – and, it’s not. There are three… Read more »

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What to Do When Your Broker-Dealer Gets Acquired by The Independent Grid | Oct 17, 2017

How to Retain Your Clients and Your Sanity When Transitioning to a New Firm by The Independent Grid | Nov 15, 2017

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