Sep 20, 2019
On this episode of UnNiched, we meet Beryl Ball. Beryl knows how to command a room. And not just any room. A boardroom surrounded by windows and filled with male banking executives and their cigarette smoke. Beryl swallowed the nerves and self-doubt and made her presence known. And she’s been doing it ever since. Join...
Sep 16, 2019
In this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm’s marketing and communications to build greater brand awareness, foster deeper engagement with clients and enhance their overall experience....
Sep 12, 2019
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means to buy a business rather than a job and how that will ultimately lead to a more successful transition and future growth.
Sep 5, 2019
On this episode of UnNiched, meet Lindsay Faussone. Lindsay means business: business development, business planning, and successful business management. As Vice President of strategic programs for E-Trade advisory services, she has made her mark cultivating not only her employers’ business but advisers’ businesses...
Sep 5, 2019
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He shares his thoughts on finding the right buyer, how to structure a practice so it’s more valuable to a buyer, and how to approach the sale with clients to allow for a smooth transition.