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Nicholas Ross

Nicholas Ross

Nicholas has been in financial services for over 20 years and his passion for the financial sector is relentless. From careers as a retail financial advisor and executive at a registered investment advisor broker-dealer, to ten years inside one of the largest privately-held brokerage general agencies in the world, Nicholas knows how to build a sustainable and successful financial services business. For over five years Nicholas has tailored solutions for entrepreneurial financial professionals with one goal in mind – to fulfill the vision of becoming the very best.

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    Business Development

    Next Generation Now!

    by Nicholas Ross February 18, 2021
    written by Nicholas Ross

    The next generation investor has moved into finance with force. How your firm can dominate in the future that is now. 

    Six years ago, we were sitting with a multi-family office firm in Dallas. The senior partner asked the pivotal question, “What should we put all the chips on for the future of our firm?”

    Our response: “The next generation.”

    Continue Reading
    February 18, 2021
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  • Business Development

    5 Things You Should Do Before Retiring or Selling Your Business

    by Nicholas Ross February 12, 2020
    by Nicholas Ross February 12, 2020

    Updated on February 12, 2020 at 9:45 AM “Time flies.” It’s common verbiage amongst us, and it’s especially prevalent with financial services professionals. Whether you’re a sole practitioner, or lead a team …

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  • Business Development

    Tomorrow, Today: The Future of Financial Services

    by Nicholas Ross February 28, 2019
    by Nicholas Ross February 28, 2019

    The future of financial services is here. It simply hasn’t been widely accepted yet. A usual laggard to innovation, financial services is drastically evolving. Looking back a year, every advisor can construct …

    13 FacebookTwitterPinterestEmail

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FIG Marketing
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