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Articles by Ryan Shanks
After string of recruiting setbacks, Ameriprise fights back by writing checks -- a move that could backfire, especially because RIAs are about more than short-term pay, one recruiter says
Ameriprise's approach to serial poaching of its elite brokerage teams by RIA custodians [historically] has been to ride out the storm. But now it's shifting course and taking a more active approach to defend its turf. This is a poaching spree of a different kind, experts say, because RIA economics are involved. Jim Cracchiolo: Looking for a way to counter poaching.
LARVAE UNDER PRESSURE: EXPLORING GROUP DYNAMICS AND REGURGITATIVE REPONSES OF TRICHOPLUSIA NI LARVAE**
Home > GJS > Vol. 82 (2024) Acosta*, Maria F. Sanchez; Barding, Erin; Shanks, Ryan; and Smith, Margaret (2024) "LARVAE UNDER PRESSURE: EXPLORING GROUP DYNAMICS AND REGURGITATIVE REPONSES OF TRICHOPLUSIA NI LARVAE**," Georgia Journal of Science, Vol. 82, No. 1, Article 1. Available at: https://digitalcommons.gaacademy.org/gjs/vol82/iss1/1 This document is currently not available here. DOWNLOADS COinS
Top 5 Financial Advisor Prospecting Strategies
Financial advising is a competitive field. That means to stay ahead, to grow your business or client list as well as managed assets, financial advisors need to find new clients. It’s a skill most advisors find challenging, in part due to the competition, but also because when it comes to finding an advisor, potential clients can be skittish. Prospecting comes down to quickly building trust and rapport with potential clients.
Oenick wins STEM Research NIL Award
UNG senior and biology major Jared Oenick, recipient of the inaugural Scientist.com STEM Research NIL Award shown here with Dr. Ryan Shanks. « Back to the Newswire Oenick wins STEM Research NIL Award pp To view these students click here: https://ung.
FA Match Rolls Out “Test Drive” for Advisors to Explore New Original
Longmeadow, Mass., Oct. 05, 2022 (GLOBE NEWSWIRE) -- FA Match, the leader in recruiting technology services for financial advisors and firms, has launchedAdvisor Test Drive to democratize advisor access to high-quality, vetted career opportunities. Using the platform’s signature Advisor Match™ A.I. technology, any advisor can search and filter through career opportunities across the 500+ financial firms in the FA Match ecosystem – with no login, signup, fee, or commitment required.
What To Do When Your Partners Want To Sell--And You Don't
If you have children, you've likely had to negotiate between them when they want different things. I have three kids, and there are times when I want to take my family to dinner, but every one of them wants something different. We end up in a stalemate, and sooner or later I must make a choice - and none of them end up getting what they wanted. Advisors can find themselves in a much more serious stalemate than this if they are partial owners in their RIA firm with another advisor.
How to Create Your Own Definition Of Independence
What's your definition of independence? Recent events in the news may have some advisors questioning if they are really independent or not. Hightower has been in the spotlight for taking multiple former advisors from their firm to court - alleging that they wrongly took client information from Hightower when establishing their own firms.
Should You Hire Family Members?
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives When you’re looking to fill a role in your organization, it is tempting to look close to home to find the perfect fit. Sometimes, advisors look inside their home – and hire their children or relatives to keep the business in the family.
Deciding Whether to Build an RIA or Join One
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. In the movie series The Matrix, there’s a scene where characters have a vast selection of doors in a long white hallway. Entering a door allows them to jump to any other place within the Matrix, instantly. As a financial advisor looking to jump to independence as an RIA, you have a set of doors before you as well.
What To Focus On When Recruiting
A lot of advisory firms begin with just one advisor who wants to serve a small roster of clients really well. Their goal is to have their hand in the dirt and be in close relationship with those clients. But something happens along the way. As they provide that great service, others hear about it. And slowly but surely, they begin to grow. Before they know it, they have an advisor with a support staff and a handful of advisors by their side.
"Ethogram Development of Trichoplusia ni**" by Chloe Meewes*, Logan Pearson* et al.
Home > GJS > Vol. 80 (2022) Georgia Journal of Science Article Title Ethogram Development of Trichoplusia ni** Authors Chloe Meewes*, University of North GeorgiaFollow Logan Pearson*, University of North GeorgiaFollow Erin Barding, University of North GeorgiaFollow Ryan Shanks, University of North GeorgiaFollow Margaret Smith, University of North GeorgiaFollow Abstract The lepidopteran species, Trichoplusia ni, is an excellent model organism for studying behavior.
How Small RIAs Can Win in 2022
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. For several years, the financial advice profession has been in an ongoing conversation about the future of small advisory firms. Namely, can they survive against larger competitors?
The Top 10 Reasons To Go Independent In 2022
For as long as I’ve worked with advisory firms, the draw of independence has been there. But twenty years ago, the road to creating an RIA looked a lot different - and harder - than it does today. Today, the independent RIA channel is seeing explosive growth unlike anything I’ve ever seen. According to one set of research, large RIA firms in the Northeast alone grew their assets by 19% in 2021 compared to the same period in 2020.
One Overlooked Reason Advisors Are Jumping Ship
If you’ve spent any time in our industry’s social networks – like #FinTwit on Twitter, for example – you have noticed that there has been a shift in how we talk about investment trend-setting. What once was dictated by financial analysts in suits, our headlines and chat threads are now an echo of what end-investors are talking about. A direct result of the digitization of financial advice, clients are now more informed about, and have more access to, investment data than ever before.
FA Match Expands Executive and Recruiting Teams; Adds Original
FA Match brings on Amy Rizzo and Michael Gardia, CFP as Managing Directors, Bonnie Noble as Director of Customer Success, and Alex Katsabanis as Vice President of Recruiting May 06, 2021 09:00 ET | Source: FA Match FA Match SARATOGA SPRINGS, New York Longmeadow, MA, May 06, 2021 (GLOBE NEWSWIRE) -- FA Match, the industry's only data-driven solution for advisor recruiting, today announced the nationwide expansion of their leadership team including Amy Rizzo as Managing Director; Michael...
Switching Firms Through A Lens Of Diversity, Equity, And Inclusion
In the business of recruiting financial advisors, it’s true that our industry has been programmed to think of a “perfect fit” in terms of dollars and cents. When you read headlines about impressive mergers or new hires, the deal is often centered on the financial benefits—you might even see the word “synergy” used a few times when comparing the client base or organizational structure.
FA Match Announces $1M Pre-Seed Funding Led by Industry Powerhouses; Adds BNY-Mellon Pershing Alum Jim Roth to Advisory Board Original
December 03, 2020 09:00 ET | Source: FA Match photo-release Jim Roth, Advisory Board Longmeadow, MA, Dec. 03, 2020 (GLOBE NEWSWIRE) -- FA Match, the wealth management industry’s only data-driven solution for advisor recruiting, today announced a $1M pre-seed funding round. The round includes investments from Ron Carson of Carson Group, Jason Wenk, founder of FormulaFolios and Altruist, Brian McLaughlin of Redtail Technology, and Steve Lockshin of AdvicePeriod and Vanilla.
Work-Life Balance Is Changing. These Apps Can Help.
Nonessential offices in San Francisco closed 22 weeks ago, and my husband, Will, and I have been co-working from home ever since. Early on, sharing our 400-square-foot apartment was a delicate dance. Wearing noise-canceling headphones for calls made our voices too loud. Two simultaneous Zoom meetings? "Ha!" our feeble home internet cackled, as we watched our video feeds become pixel art.
Don’t Let Your Growth Goals Take a Back Seat
JOHANNES EISELE/AFP/Getty Images Keeping your recruitment pipeline strong is important in volatile times. Here are tangible ways firms can do so. Ryan Shanks | Apr 10, 2020 A lot has changed in the past few months—so quickly, in fact, that sometimes it can be hard to remember what “normal” times were like. The global pandemic we face is scary, and the volatility that has trickled down into every industry can be paralyzing, but that doesn’t mean we should stop moving.
Advisors: Now Isn’t the Time to Halt Your Transition
(Image: Thinkstock) Those who are part of the financial planning profession know that in times of extreme market volatility, an advisor’s most critical role is to keep clients calm — to help them ride out the storm. They’re there to remind clients that looking toward the long term is important and giving in to the fear can derail years of hard work and discipline. As an industry, as business owners, as parents and as human beings, we’re all facing an unprecedented and uncertain time right now.
Designing Smart-Home Products That People Will Actually Use
Despite a growing ecosystem of devices, software, and services for the home, there hasn’t been explosive growth in the smart-home market. Aside from some technophiles, consumers still struggle to see how smart-home products or services will be relevant to them in their daily lives, let alone understand all the technology upgrade cycles and platform and integration options.
“Recruitment Inflation” Is Driving Advisor Misplacement
ooyoo/iStock/Getty Images Plus Addressing the root-cause of advisor dissatisfaction, rather than inflating successes, is how we’re going to move forward as an industry. Jun 07, 2019 By Ryan Shanks Let’s say you—an advisor or a representative of a firm—are attending an industry networking event. You shake hands with your fellow attendee, and ask about your respective firms. What’s one of the first questions you ask?
3 steps you need to take to build an AI-savvy workforce
Are you ready to compete as intelligent technology meets human ingenuity to create the future workforce? Ryan Shanks from Accenture has some recommendations.
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