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Summary: The most important word to advisors these days is fiduciary, according to Tom Giachetti, chairman of the securities practice at Stark & Stark.
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Summary: Once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it.
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Summary: Let me begin by saying that nothing great was ever built without a team. You and your venture, whatever it is, are no exception. You are going to need people to help you do this. And, they can’t be just any people, they need to be the right people and they have to be on- boarded properly to get them up to speed quickly so they can make a contribution.
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Summary: Operations departments are the first line of defense in the financial services industry — they ensure that client portfolios are properly managed, traded and kept secure day in and day out. Yet when the ops side of the business is doing its job well, clients may not even realize the function exists.
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Summary: What if we understood them, not as a “target” or an “audience,” but as a millennial who splurges on a Starbucks latte every day on his way to work? Or as an anxiety-prone single parent who seeks tranquility at the gym in the mornings after dropping the kids off at school? Or maybe an entrepreneurial wizard who’s driven more by a need to overcome loneliness than a desire to create the next tech wonder?
