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How to Add New Clients Without Hiring More Staff

From ThinkAdvisor
Added on July 2018 in Plan for the Future
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Summary: Less than 2% of the job-seeking candidates are interested in positions that involve “rainmaking” or “marketing. This is key finding from a recent poll my company did with one of the industry’s leading recruiters, Caleb Brown’s New Planner Recruiting, in which we asked candidates about their attitudes toward the jobs they are seeking.

 

Voices 5 steps to a fair RIA compensation plan

From Financial Planning
Added on July 2018 in Plan for the Future
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Summary: In my consulting practice, I frequently get asked the same question: What are the ingredients that go into a compensation plan?

Summer Tip # 6: The easy access "Notes" feature keeps you focused.

From RIA Match
Added on July 2018 in Thought Leadership
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Summary: You likely have lots of similar matches making it hard to remember who's who. Notes allows you to keep track of your thoughts and key features about your matches. Notes are accessible from the Match List and the Profile page and can only be seen by you.

Why advisers need to be both effective and efficient

From InvestmentNews
Added on July 2018 in Manage Your Practice
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Summary: Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency).

My New Job Isn't What I Expected

From Advisor Perspectives
Added on July 2018 in Join an RIA
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Summary: I recently joined an advisory firm I had researched and learned about before accepting its offer. I have a deep background as an advisor, team leader and in sales. I felt this firm offered me the chance to utilize my experience and knowledge and become engaged quickly. The people are great. The firm is top-notch.

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