From InvestmentNews
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Summary: A new year has begun and most of us have the same goals: Add new clients. Make more money. Become more efficient. But these are not the same as resolutions. According to the Oxford English Dictionary, a resolution is "a firm decision to do or not do something." To reach your goals, specific resolutions must be accomplished. With that in mind, I'd like to suggest that each of you commit to at least one resolution for 2019.
From Financial Planning
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Summary: Most of the successful firms I have worked with over the years have a disciplined process in place to manage employees. This can range from setting initial job expectations to developing compensation plans and guiding overall career progression.
From InvestmentNews
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Summary: John "Jack" Bogle, the man who introduced low-cost, passive investments to the mutual fund industry and helped millions of small investors send their kids to college and retire better, died Wednesday in Bryn Mawr, Pa. He was 89 years old. The cause of death was cancer.
From RIA Match
Added on January 2019 in M&A Issues
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Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
From ThinkAdvisor
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Summary: Financial advisors regularly struggle with time management. It’s true: You are always looking for an effective way to communicate your value proposition, balancing the need to stay in front of your clients, and communicating with your team while seeking to grow your practice by adding new clients.
