From Financial Planning
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Summary: Two recent client stories opened my eyes to something I thought we left behind in high school — peer pressure. Their experiences floored me, and I realized we have to help clients combat much more than just their internal money scripts to achieve financial peace. How do we help them not succumb to the sometimes crippling judgment of others? In turn, how do advisors avoid the same forces?
From WealthManagement.com
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Summary: What would you say if I was to tell you that one of the greatest strengths of the human species is to “make things up?” And how another one of our unique attributes is in our ability to communicate the stuff we make up (fiction) to others?
From IRIS
Added on August 2018 in Join an RIA
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Summary: You probably know better than most the transition from being a doing-employee to an influential employee, no matter your position, isn’t effortless. Regrettably, women spend the bulk of their time and attention putting all their eggs in the wrong basket—one that rarely gains them career momentum. Then, women end up wondering how they missed achieving their big future.
From WealthManagement.com
Added on August 2018 in M&A Issues
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Summary:AssetMark, a turnkey asset management platform, or TAMP, that offers investment and consulting services to financial advisors, said Monday it acquired Global Financial Private Capital in a deal that surprised few in the industry.
From Financial Planning
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Summary: There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services companies should invest valuable time and resources into their mobile presence. The more relevant question now is whether mobile-friendly websites are enough or if companies should take the plunge and develop their own mobile apps.
