Blog - Succession Planning

Five Questions with Lisa Waterman

August 30, 2017 By Signator Investors

Lisa Waterman of Waterman Financial Services answers 5 questions about the financial advice business and her career as an advisor.

Three Techniques to Keep the Momentum Up Year Round

August 11, 2017 By Signator Investors

Three areas we are focusing on at Signator that can be used across any workplace

Five Questions with Leslie Pettinelli

June 30, 2017 By Signator Investors

Leslie Pettinelli of Pettinelli Financial Partners answers 5 questions on transitioning her career and becoming a financial advisor.

Five Questions with Jennifer Kim

June 2, 2017 By Signator Investors

We recently caught up with Signator advisor Jennifer Kim to find out more about what she feels contributes to her success.

Team Work Makes the Advisory Services Business Dream Work

May 16, 2017 By Signator Investors

The power of working collaboratively and why it's important to embrace the advisor team model approach.

Make Discussing Fees With Your Clients Easier

March 29, 2017 By Signator Investors

Incorporating 3 concepts into your fee discussions will make those conversations a whole lot easier.

What’s the Future of Financial Advice?

March 20, 2017 By Signator Investors

What does that next generation of a financial advisory firm look like? How do we attract talented, innovative, and motivated individuals to this industry?

Planning For The Next Generation Of Advisory Firms

February 13, 2017 By Signator Investors

Signator’s Build4Success platforms is helping create businesses that will last multiple generations.

Attitude, a little thing that makes a huge difference

February 6, 2017 By Signator Investors

Why having a positive attitude can lead you to a record year…

Data Privacy & Protection Day: January 28, 2017

January 25, 2017 By Signator Investors

Quick tips to help financial professionals protect the personal information clients entrust to them

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