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3 Ways Small Firms Can Hire Smarter

From ThinkAdvisor
Added on June 2018 in Plan for the Future
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Summary: Unless you’ve been overly fixated on the Kardashians for last half-decade, you’re undoubtedly aware of the “talent shortage” in the advisory industry. Simply put, most independent firms are growing faster than professional schools can turn out new financial planners.

10 habits of highly innovative financial execs

From InvestmentNews
Added on June 2018 in Thought Leadership
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Summary:W e asked 10 industry executives, all of them among InvestmentNews’ Icons & Innovators, what they do to stay on top of their game. Click through for their daily habits and rituals.

Visit the store to "Assess Yourself" with The Partnership Resource

From RIA Match
Added on June 2018 in Plan for the Future
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SummaryThe full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization.

What RIAs Should Know When Selling Their Practices

From Advisor Perpectives
Added on June 2018 in M&A Issues
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Summary: Financial advisors who are thinking about selling their firms are confronted by a wide variety of concerns. How do I know I’m getting the right price for my business? How do I know what it’s really worth? What if the buyer has funding trouble and we can’t get the deal done?

Here's How to Achieve Work-Life Security

From ThinkAdvisor
Added on June 2018 in Manage Your Practice
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Summary: When was the last time you worked 9-to-5? Chances are, not for a while. In fact, it’s a safe bet you’ve worked longer hours than 8-to-6 or 7-to-7 recently. Why? Because in today’s connected world, we’re always on, almost everywhere.

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