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Time to Sell or to Grow?

Added on May 2021 in Plan for the Future
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Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.

RIAs: New Decade, New Goals \- How Will Your Firm Define the 2020s?

Added on October 2020 in Plan for the Future
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Summary: The RIA industry delivered an impressive performance during the 2010s. And though the pandemic has given us pause, now is the time for firms to define how they’ll seize this new decade’s opportunities.

LinkedIn Is Getting Video Stories. What Will That Mean for Advisors?

Added on October 2020 in Plan for the Future
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Summary: It’s a measure sure to divide advisors: LinkedIn is adding more video capabilities to its platform. The Microsoft-owned social media platform is adding its own version of short, ephemeral video and photo stories, as well as integrating video chat functionality from Zoom, BlueJeans and Microsoft Teams, according to a LinkedIn blogpost.

 

Struggling with organic growth? Go back to the basics

Added on September 2020 in Plan for the Future
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Summary: 2020 has opened my eyes to a startling contradiction. In talking with our coaches, who speak with dozens of advisers every week, we’ve noticed a duality unfolding in our profession: advisers who are having their best growth years and those who are floundering. There seems to be a secret formula that one group recognizes and the other has yet to stumble upon.

 

COVID-19 emphasizes importance of succession plans

Added on August 2020 in Plan for the Future
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.

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