From OnWallStreet
Added on January 2017 in Join an RIA
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Summary: Transitioning your practice from one advisory platform to another can be an efficient, well- thought-out project — or a complete disaster. For the most part, it’s in your hands whether or not the process is painful.
From Harvard Buisness Review
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Summary: In 1968, The Ohio State Buckeyes football team started one of the most cherished traditions in American sports. According to team legend, a member of the coaching staff proposed an idea to motivate the players. After each game, the coaches would reward the best players with small stickers resembling buckeye leaves to place on their helmets.
From LinkedIn Pulse
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Summary: Instead of cars, advisors could diagnose their clients' financial wellness. There are a lot of warning signs – like a decrease in tire pressure – that could help investors prevent damage to their portfolios and long-term plans.
From IRIS
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Summary: Financial advisory firms continue to bleed money on tech with failed adoption rates. So we asked why and here is the answer: You can NOT adopt tech without first deciding your business model. This may seem like common sense but humor us and read below so you don’t make the same mistake as your peers.
From InvestmentNews
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Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.
