NAPFA Advisor Magazine Showcases WorthPointe’s Story
The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture, which supports team members personally and professionally. It also highlights the fact that WorthPointe was […]
Read ArticleIndependent Advisors: Do You Have Freedom Or Are You Drowning?
Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to feel overwhelmed. Sound […]
Read ArticleDoes Your RIA Support Your Entrepreneurial Spirit?
Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams. But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you have. You feel […]
Read ArticleAdvisory Firm Myths–Busted: What Percentage Of Revenue Do Top Advisors Really Take Home?
For most financial advisors, owning your own firm sounds like a dream. You set your own schedule. You call all the shots. You take home all the profit. But even if you’re pocketing all the profits, do you really earn more as a solo advisor than you would at a larger ensemble firm? Let’s find […]
Read ArticleAdvisory Firm Myths–Busted: Do Advisors Who Own Their Own RIA Take Home More Money?
A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can tell you advisors who run their own RIAs usually don’t make more money. Shocking, I know. Let’s talk […]
Read ArticleAre You Financially Prepared For A Divorce?
As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement. Divorce can be a very costly venture, especially during these times of change, as couples […]
Read ArticleHow Firm Culture Can Drive Success
We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe we discovered the secret sauce that makes our firm a place where advisors can be […]
Read ArticleAllison Blake Named Among Top List Women Business Leaders in San Diego
WorthPointe Chief Operating Officer Allison Blake has been named a top 100 finalist for the 2017 Business Women of the Year Awards! Click here to view the finalists. This event recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Now in the 24th year, the San Diego Business Journal recognizes these […]
Read ArticleWorthPointe’s Allison Blake Is Named A Finalist in the Women Who Mean Business Awards
WorthPointe Chief Operations Officer, Allison Blake is a finalist in the San Diego Business Journal’s Women Who Mean Business Awards. This event recognizes dynamic women business leaders and role models who have contributed significantly to San Diego’s businesses. Allison is a driving force behind much of WorthPointe’s business. Her hard work ensures that our financial […]
Read ArticleEstate Planning Protects the People You Love
There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]
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