From Wealth Management
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Summary: Thoughtful succession planning can pave the way for a smooth transition and a thriving future for a company and its stakeholders. Here are a few techniques that business owners should consider.
From InvestmentNews
Added on August 2023 in Form an RIA
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Summary: Independent financial advisors know how crucial a good team is for running their business. Having the right people — in the right roles — can make all the difference to a firm’s success. And it can make all the difference in creating a great place to work, too.
From ThinkAdvisor
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Summary: The older generation of advisors is aging out. With them go many valuable lessons, especially regarding client retention.
From Wealth Management
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Summary: The financial advisor job is more than just crunching numbers. It’s about understanding individual goals and needs, building a relationship based on values, and offering sound advice tailored to each client’s unique circumstances.
From InvestmentNews
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Summary: Out of a pool of nearly 100 applicants, seven companies were selected for the “Fintech Demo Drop” at Future Proof, which returns to Huntington Beach, California, in September. The finalists will receive digital promotions from the event, scheduled meetings with qualified financial advisors and firm executives, and stage time to demonstrate their products at Future Proof, which expects to draw more than 3,000 attendees, including 2,000 financial advisors.
