From Advisor Perspectives
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Summary: My advisors need to do a better job of presenting their ideas to clients. As the head of marketing, I am frustrated when I watch them get mired in details and lose focus on the client’s reactions. I’m enrolling a couple of them in Toastmasters because I believe having a third-party, objective assessment would be helpful.
From Financial Planning
Added on April 2018 in Join an RIA
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Summary: Lately, young planners have more offers than they “know what to do with,” Moore says, noting that new recruits are coming from some unlikely training grounds like degree programs in theater or communications.
From OnWallStreet
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Summary: RIAs If I’m hearing you right, is your latest research telling us exactly how long it takes to work affluent prospects through the pipeline?” asked Josh, then continued, “I guess that means that we should be more assertive in managing our pipelines.
From Advisor Perspectives
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Summary: Summary: The founders of our firm don’t get along. I know I’ve read about this in your column in the past but our situation is unique. They are accusing each other of stealing from the firm, abusing the clients and taking advantage of the employees.
From OnWallStreet
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Summary: As more wirehouse advisors continue to break away from their firms, it's worth remembering that the majority of current wirehouse advisors will never fully embrace the independent model.
