Fusion Financial Partners @PartnersFusion
The premier RIA launch 🚀 and growth 📈firm http://. https://t.co/SzzGA8Ffez https://t.co/DzdsYMI11e fusionfp.com Carlsbad, CA Joined December 2019-
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When you really don’t feel like being social. #notsosocialsunday
Just as it’s important to have multiple lines in the water while fishing - it’s as important to have multiple sources of #revenue to maximize your #enterprisevalue. Fusion ScoreCard™️ helps uncover other revenue sources! #ria
🧭 Top 6 Ways to Evaluate an RIA Launch & Transition Consultant 1. Industry Experience 2. Business Acumen 3. Network 4. Technical Expertise 5. Communication Skills 6. Flexibility #RIA #launch #transition #consulting #fintech
Is your #fintech stack obsolete? Fusion ScoreCard™️ evaluates ✨15✨ critical #technology areas, #benchmark your #techstack against best in class and delivers a prioritized written #actionplan to optimize your technology investments. fusionfp.com
The largest M&A deal of the year so far in #wealthmanagement will come with offers of retention payments to @Securian #financialadvisors deciding whether or not to join @CeteraFinancial. trib.al/DpgaFb9
Would you rehire your current firm? Instead of "my payout is ❌", whether you are with an IBD or at a wire, change the narrative to "I pay my B/D 💲and for that I get 🟢" Could you manage that 💲in a more effective, satisfying way? fusionfp.com
What can Fusion oCGO™️ do for you? 🤔 ....BTW, it stands for Outsourced Chief Growth Officer 😎 #growth #chiefgrowthofficer #outsourced #ria
The majority of advisors that are "found out" during their transition away from their firm is usually do to an errant email surrounding their plan. A proper plan is critical when making any move, but even more so when you do not "own" your client book. fusionblackops.com
Welcome to the future! We discovered OpenAI this weekend. Incredibly fast. Ridiculously smart. ChatGPT writes brilliantly. DALL*E created some pretty original artwork in seconds. loom.ly/Rx8GMlc is the link for ChatGPT loom.ly/nZDUo2w is the link for DALL*E
Hanging out with this “little” BlackOps mascot this weekend. fusionblackops.com Happy Weekend Everyone! #weekendvibes
Fusion's oCGO™ (outsourced chief growth officer) program focuses on both organic and inorganic growth plans for independent advisors, including institutionalizing your recruiting process. #ria #advisor #independence #growth #recruiting #process #chiefgrowthofficer
“An RIA like Mercer might be more inclined to raise capital through the sale of preferred equity in order to maintain balance sheet strength,” says Fusion Financial Partners Mike Papedis. citywire.com/ria/news/exclu…
Fusion ScoreCard™ is a benchmarking tool designed specifically for RIAs and independent IBD or insurance firm practices. Refine your practice relative to teams like yours or take your business to new heights. #ria #advisor #independence #growth #entrepreneur #techstack
Breaking from a wirehouse? Don't be pushed into an accelerated transition due to being found out or from working with people who don't understand the nuances of this covert process. fusionblackops.com #independence #advisor #transition
@ENVCrager “To start something from nothing is a whole different ballgame. In 2000 we started with no capital, no team, no clients, no accounts.... founders in the room know how hard it is to execute” 👊@ENVintel @AGS_Wire #MSUM19
Looking forward to @MarketCounsel Summit 2019 in Miami!
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