Month: August 2022

How to build your client base for your new financial firm

On Behalf of Breakaway Partners | Aug 11, 2022 | Practice Migration

Opening a financial firm requires clients to be successful. Even if you take clients with you from your former position, you must take steps to find new clients to continue to grow. Finding effective ways to grow your client base can be challenging, but some tips can...

3 tips for financial advisors when it comes to vetting employees

On Behalf of Breakaway Partners | Aug 1, 2022 | Employment Matters

One of the most important responsibilities you have, when you’re opening a new financial advising firm, is hiring ethical employees. These individuals should represent the values of the company that you’re opening. The people you hire will be responsible for taking...