 While your firm’s name and logo are important, the website is crucial. It’s everybody’s gut check on you.”Michelle Smith, CEO of Source Financial Advisors. |
How to launch a financial advice firm in five easy steps
Bloomberg News | InvestmentNews, August 2015
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. According to an estimate by Boston Consulting Group, $46 trillion in private wealth is up for grabs in the U.S.
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