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Ways to network better with CPAs

Added on April 2024 in Manage Your Practice
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Summary: A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.

How To Make Your Compliance Department A Strategic Partner

Added on March 2024 in Manage Your Practice
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Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture

 

Sustainable Growth: The Moment Is Now

Added on March 2024 in Manage Your Practice
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Summary: As long as the phones keep ringing, most RIA businesses are perfectly content to stick with tried-and-true tactics—the ones that brought them success in the first place. Do good work. Build relationships with clients. Introduce yourself to local attorneys. Then, watch your business grow.

With great growth comes great conflicts for RIAs

Added on February 2024 in Manage Your Practice
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Summary: For years, the registered investment advisor side of the financial advice industry has preached it was cleaner in spirit and practice, and had fewer conflicts, than the brokerage side of the street.

The regulations, technology and trends that will drive advisory success in 2024

Added on February 2024 in Manage Your Practice
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Summary: After the economic tumult of 2023, financial advisors are eager to move through 2024 as prepared as possible, ready to address any new challenge that may arise and to seize new opportunities that could drive business success. 

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