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Why You Should Throw Out the Org Chart

From ThinkAdvisor
Added on August 2018 in Plan for the Future
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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.

What's in a name? For TCA by ETrade, everything

From InvestmentNews
Added on August 2018 in Thought Leadership
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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.

Voices Hiring can be a bigger cost than payroll if not done right

From Financial Planning
Added on August 2018 in Plan for the Future
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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.

Voices How to cope with the death of a client

From Financial Planning
Added on August 2018 in Thought Leadership
0 visitor like this article | Viewed 3898 times | 0 comment

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.

How to offer the ideal hybrid digital adviser

From InvestmentNews
Added on August 2018 in Manage Your Practice
0 visitor like this article | Viewed 4371 times | 0 comment

Summary: While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy. Even some of the largest firms, with vast amounts of money to throw at technology, have struggled.

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