From TwentyOverTen
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Summary: When helping RIAs with marketing, the first place I start is the website. And for good reason, it’s the first place prospective clients go! A DAC Group study found that “71% of purchases begin with online search” and “57% of the purchase decision is made before contacting you”. An effective website establishes your credibility, broadcasts your message, and shares your mission to the world!
From ThinkAdvisor
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Summary:Because many owners don’t understand organizational strategy, they create an organizational chart with boxes and names on it. But this chart sends the wrong message to employees and creates a working atmosphere that prevents businesses from reaching full potential.
From InvestmentNews
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Summary: In one corner are ETrade and TCA by ETrade, as TCA is now known. They believe the merger will help both companies become stronger. On the custodial side, the brand power of ETrade could give TCA by ETrade the jolt it has needed for some time.
From Financial Planning
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Summary: Research from Center for American Progress, citing 11 research papers published over a 15-year period, determined that the average cost to a company of turning over a highly skilled job can be more than 200% of the annual compensation for that role once training costs, lost productivity and hiring expenses are counted.
From Financial Planning
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Summary: Being a financial advisor brings many positive experiences — helping clients buy their first home, pay for their children’s college, and pursue their life and retirement goals. It also comes with the occasional emotional blow. None hit harder than the death of a client.
