From ThinkAdvisor
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Summary:The market has been booming, so clients can’t complain. But how come advisors are feeling flat and frustrated? Negative thoughts plague them — indeed paralyze many — preventing them from even trying to invigorate their businesses.
From InvestmentNews
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Summary: Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote their services. Unfortunately, even when advisers have great content ideas and the best intentions to improve client communications, they don't have time to execute.
From ThinkAdvisor
Added on August 2017 in Form an RIA
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Summary: While fiduciary advocates applaud the Certified Financial Planner Board of Standards’ revised standards of conduct — specifically for expanding the scope of a CFP’s fiduciary duty and moving the industry toward a profession — they say the Board must clear up some ambiguities, and even seek more comments, before adopting the plan.
From WealthManagement.com
Added on August 2017 in Join an RIA
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Summary: [Whitepaper] In today’s world of increased market volatility and ever-changing regulatory environment, the need for sound financial stewardship is in great demand. The “Hybrid” business model is gaining considerable traction in the independent space and the more nimble, forward-thinking Broker-Dealers are differentiated by offering unique and exciting solutions under which the hybrid practitioner and their clients can flourish.
From LinkedIn Pulse
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Summary: We were like sponges for new ideas and experimented with the growth tactics we learned at conferences, from colleagues, from articles and books. And while we didn’t necessarily know what we were doing, we were clear that we wanted to grow and that focus felt great.
