From Cruz Consulting Group
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Summary: The traditional annual performance review is losing favor with some advisory firms, but without a systematic approach to reviewing advisers, operational and support staff performances how can you objectively determine pay raises, bonuses and promotions?
From PFI Advisors
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Summary: [Whitepaper] We have determined that advisors thinking of breaking away should not let the fear of inadequate lending solutions for their clients deter them from considering the independent space. In this white paper, the third in our industry series, we examine several of the many avenues available to RIAs looking to provide sophisticated, competitively-priced lending solutions to their clients.
From LinkedIn Pulse
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Summary: Since 2002, Gregory FCA has worked with close to 250 RIA firms on various marketing and PR initiatives. In every instance, the long-term objective was to accelerate the firm’s efforts to grow revenue.
From LinkedIn Pulse
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Summary: You have spent a lifetime building a successful financial advisory practice from the ground up. You worked day and night to make sure your new venture succeeded, and you always put the best interests of your clients first when making investment recommendations. You helped your clients build their workplace plans and IRAs into solid nest eggs for their retirement years, and now it is your turn.
From ThinkAdvisor
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Summary: Advisors are optimistic about the economy and their businesses this year, according to a survey by TD Ameritrade Institutional. TDAI found advisors are planning to spend more on marketing, business development and technology in 2017.
