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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
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Summary: When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect.
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Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task.
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Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.
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Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.
