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5 Cybersecurity Trends Dominating the Early 2017 Discourse

From ThinkAdvisor
Added on March 2017 in Manage Your Practice
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Summary: In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic. From ransomware attacks to election tampering, we have been fed a steady diet of explosive front page stories that have shaken the public's sense of online security.

Voices How new advisers can get over the hiring hump

From Financial Advisor
Added on March 2017 in Join an RIA
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Summary: Why are some new planners having trouble finding a suitable job, even when there is a need for advisers at many firms?

Seeking Help: How Not to Work With A Business Consultant

From ThinkAdvisor
Added on March 2017 in Manage Your Practice
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Summary: These days, with the stock market rising to record levels while advisors face margin compression and increased competition from robo-advisors and breakaway brokers, more firm owners than ever are reaching out to business consultants for help. Yet in my experience, many of those firms won't get the help they need — or maximize the help they get — for one simple reason: Their owners aren't ready to work with a consultant.

Doing a better job articulating adviser value

From InvestmentNews
Added on March 2017 in Thought Leadership
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Summary: As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition

My Life As a Client: My Advisor Wants To Help Me Change The World

From WealthManagement.com
Added on March 2017 in Thought Leadership
1 visitor like this article | Viewed 3493 times | 0 comment

Summary:    What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.  

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