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Fostering Innovation and Change

Added on November 2022 in Thought Leadership
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Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.

How To Stand Out As a Buyer [VIDEO]

Added on November 2022 in Thought Leadership
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Summary: How Stand out As Buyer [VIDEO: 1 min 26 sec]  

‘With 50 Buyers to every 1 seller, here are 3 ways you can stand out from the competition’
Mark Elzweig President, Mark Elzweig Company, LTD.

Mark has 30 plus years experience helping advisors at wirehouse, regional, independent and RIA firms to make strategic career decisions.

How to Communicate With Clients During a Transition

Added on October 2022 in Thought Leadership
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Summary: In this article, I break down some of the material that I believe can be valuable when speaking to clients about a move. Starting with the distribution methods then getting into the subject matter. 

The Behavioral Side of M&A

Added on October 2022 in Thought Leadership
4 visitors like this article | Viewed 258 times | 0 comment

Summary: There are many indicators that reveal the potential success of an M&A transaction, but the best and most critical clues are revealed on the behavioral side of the deal.

What do 'Field of Dreams' and Your Website Have in Common? As it Turns out, Not Much!

Added on October 2022 in Thought Leadership
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SummaryWhen launching a new website, too often RIAs take a Field of Dreams’ ‘If you build it people will come’ approach, meaning just by building it, somehow people will magically find your website. For those not familiar with the movie, here’s the clip.

This is not a good strategy.In fact, directing quality visitors to a website takes planning, commitment and effort. Since the majority of your website content may not change that much once you launch it, what are you doing to bring people back? One of the best ways to ensure consistent and ongoing traffic is by creating and sharing relevant and authentic content.  

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