Advisor Resources

Written By: Zac Beckerley, CFP®, Wealth Manager Focusing on a specific niche can be a significant marker of your long-term advisory business success, allowing you to be nimble in serving unique client needs while building a reputable brand for creating solutions for a demographic. Research from CEG Worldwide, an advisor coaching firm, found that 70%…

Written By: Stephen Frick | Wealth Manager When working with clients, building strong, genuine relationships is crucial. Not only should advisors strive to establish a rapport with the individual managing the household money, but they should look to proactively connect with their clients’ children as well. Treating the next generation as a client from the…

Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions that will influence the portfolio’s direction, as well as the longevity of your relationship with both partners. Eighty percent of women will change advisors after…

Written By: Rick Kent | Founder & CEO Mergers and acquisitions activity in the registered investment adviser (RIA) space continues to reach record levels. Echelon Partners, which tracks deal-making activity in the financial services space, reported 2020 closed with the highest number of deals ever, and the momentum has continued into the first quarter of…

Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to join forces. Want to join forces with Merit to be as successful as you can be? Email us at info@meritfa.com to get the conversation started…

Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…

Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take great pride.  Oftentimes, as entrepreneurs focus on the day-to-day, they overlook planning for the future — a future where they want to retire and move…