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THRIVE
Fusion’s management team is frequently published and quoted by influential industry media. Some of our recent thought leadership articles on key issues such as growing and managing an advisory firm are included below:
Hiring: Creating a Competitive Advantage
It has been said “You are better off having a great team with a mediocre strategy than a brilliant strategy with a mediocre team.”
In the financial advisory business, hiring the right talent may determine whether or not a firm grows into a thriving, successful firm. Those firms that hire at the right time, using the right process, can gain an incredible advantage over those that do not. This report explores some of the best practices employed by some of Fusion Advisor Network’s member firms in successfully finding and hiring the staff they needed to take their firm to the next level.
The Management Practices of Fusion's Top Firms
By Philip Palaveev and Jonathan McQuade
In this report, we detail the strategy and management practices of the top firms in Fusion Advisor Network. The firms in this report represent the largest and most successful firms in our network. The report was compiled based on interviews and data provided by the firms. It is meant to help advisors throughout the industry implement critical management practices in their business.
Growth in Winter
By Philip Palaveev
This report covers the 2010 results from the Top Wealth Manager survey, the industry benchmark for excellence in running an independent Wealth Management firm.
The Business You Really Want
By Philip Palaveev
By Philip Palaveev
Most advisors have attended multiple coaching programs and have participated in many practice management workshops but the results are well below expectations. The article discusses the important of having a clear understanding of one’s goals and building towards a realistic and sustainable goal.
Your Second Marathon
By Philip Palaveev
By Philip Palaveev
Building an independent advisory firm is like running a marathon – it takes a long time, it is painful and it drains you of every resource and mental energy you had. It is competitive but it’s more of a competition with yourself, a test of your plan and your will than it is a race against others.
Fusion leaders are also frequent speakers at industry forums. Below are some upcoming presentations:
For more information call Philip Palaveev, President
914.909.1604
555 Taxter Road, Elmsford, NY 10523 | 914.909.1500
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.