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9 Reasons to Call Your Client Right Now

Added on August 2020 in Other Ideas
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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.

Episode 77: DealQuest's BEST OF Leading Women in the RIA Industry

Added on July 2020 in Other Ideas
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Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –

A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!

Voices How crisis is accelerating change in wealth management

Added on July 2020 in Other Ideas
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Summary: I remember it like it was yesterday. I was a young investment advisor at a large firm. I had landed there after a long stretch applying for jobs in management consulting, technology, sales and elsewhere in finance. The soft echoes of the consistent “no’s” that I had heard in response to 265 applications still were close enough in my frontal cortex that I felt the pressure to prove myself day in and day out.

Voices What we learned from judging the Visionary Leader Awards

Added on July 2020 in Other Ideas
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Summary: The most amazing thing about crisis is how beauty emerges in the aftermath. Most of the world has been living through fires and floods, pestilence and economic collapse, extrajudicial killings and righteous protests by thousands.

Increase client satisfaction through planning

Added on July 2020 in Other Ideas
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Summary: If you have a great product but can’t articulate its value to the world, it will likely remain underappreciated. This is the issue many advisers face, according to new research from Carson Coaching. The study analyzed results from two separate surveys, a consumer survey with over 1,000 respondents and an adviser survey with about 140 respondents.

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