From Advisorpedia
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Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…
From Advisor Perspectives
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Summary: Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?
From InvestmentNews
Added on February 2024 in Form an RIA
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Summary: Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
From InvestmentNerws
Added on January 2024 in Form an RIA
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Summary: Fintech Flourish has rolled out a platform that will make it easier for registered investment advisors to provide fee-based annuities for their clients.
From Wealth Management
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Summary: This is the time of year when many of you are finalizing all the last-minute planning left over from 2023 (or still recovering from it). If you’re like most advisors, not every client agreed to all of your recommendations, and some got cold feet at the last minute. I know it’s frustrating. But now isn’t the time to lose your composure and do or say something you’ll regret.
