From WealthManagement.com
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Summary: Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time.
From ThinkAdvisor
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Summary: Graduating from college may not always be the ticket to a high-paying job but it is a ticket to a job. The unemployment rate for recent college grads, defined as grads ages 22 to 27, is 3.8%, the lowest rate since September 2008 and below the national jobless rate of 4.1%, according to the New York Fed’s latest report on the labor market for recent college graduates.
From RIA Match
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
From InvestmentNews
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Summary: Financial advisers looking for new clients might consider fine-tuning their marketing efforts to help them stand out, especially when it comes to wealthy do-it-yourself investors.
From Financial Planning
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Summary: In this topsy-turvy profession, emotional support tends to come from the same people who help us through all the ups and downs of life: our spouse, family members and close friends.
