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Financial planning founders started a movement — and created a profession

Added on September 2019 in Other Ideas
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Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.

Michael Kitces' #FASuccess Podcast: How to Bring Structure to Relationship Building with Matt Oechsli

Added on September 2019 in Other Ideas
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Summary: [Podcast] My guest on today’s podcast is Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.

10 ways to create a memorable client experience

Added on September 2019 in Other Ideas
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Summary: Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients.

How to Prepare for a Q4 Sprint

Added on September 2019 in Other Ideas
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Summary: How would you like to make your 2019 fourth quarter the most productive of the year? If you’re interested, and I’m sure you are, a Freakonomics podcast might provide the spark you need. 

Early Tech Adopters Present an Opportunity for Advisors

Added on September 2019 in Other Ideas
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