From Advisor Perspectives
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Summary: How can I pull a team together most effectively? We have spent a lot of time in the hiring process identifying great people and each one – on their own – is very good. But when they come together they all jockey for the top-dog position.
From IRIS
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Summary: Several years ago I hosted an internet radio show on Voice America called “Step Up and Play Big with Chris Ruisi”. The show allowed me to meet some talented people, experts in their own right, and learn valuable information from them.
From InvestmentNews
Added on September 2018 in Join an RIA
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Summary: Financial advisers, recruiters, recent graduates, and even the heads of prominent financial planning programs at universities across the country almost universally agree that there are gaps in the way young financial planners are being prepared to enter the profession.
From ThinkAdvisor
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Summary: Most companies are able to avoid the lurid headlines associated with the Redstone situation, but succession can be a “make or break” consideration for companies. A well-managed CEO succession can help a company reach new highs, while a badly managed succession can cause a company to stagnate or decline. Investors should understand some of the common themes associated with “failed” CEO succession plans.
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!
