From Folio
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Summary: Matt Sonnen is CEO of PFI Advisors, a leading operations and technology consulting firm. PFI Advisors provides white-glove transition support for billion-dollar breakaway teams. Sonnen previously worked at Merrill Lynch, Luminous Capital, and Focus Financial Partners. Recently, he sat down with Folio President Greg Vigrass for a wide-ranging conversation on breakaways (starting one, purchasing one, or selling one) and technology.
From Advisor Perpectives
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Summary: The one universal experience in life is encountering difficult people. They are everywhere. For financial advisors, a client who is difficult is costly in a number of ways. They might be brusque and aggressive with your staff, not respond to your follow-ups and hence never get anything accomplished, not listen or be indifferent.
From InvestmentNews
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Summary: Only 37% of advisers have an adequate succession plan, according to a new FA Insight report on succession planning, a statistic that is little changed since 2011. What's holding advisers back, they say, are concerns that clients won't be cared for, that retirement is a long way off or that the planning process takes too long.
From RIA Match
Added on May 2018 in M&A Issues
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
From InvestmentNews
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Summary: Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry.
