From Think Advisor
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Summary: Most advisory firms operate with a “client-first” strategy, meaning that pleasing clients comes before everything else. While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees. Without them, you would not have the capacity to grow, the ability to deliver an exceptional client experience or, in some cases, the technical qualifications to perform vital functions.
From Nerd's Eye View
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Summary: While there are many risks to starting a business, one of the greatest is the potential for a low-probability but high-impact “business disruption”, from the unexpected death of a key employee, to a cyber-attack or a natural disaster like a hurricane.
From Think Advisor
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Summary: I receive a lot of emails from firms and producers with less than $1.2M in revenue, so I am going to use this blog to speak to all of you. It’s very common among independent advisory firms nearing that revenue level to see their growth slow dramatically.
From Think Advisor
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Summary: As more details emerge on what is expected of advisors and their partners from the Department of Labor’s fiduciary redefinition under ERISA, more advisors are finding their peace with the rule. However, there is also a sizable minority who are rethinking their career choice.
From InvestmentNews
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Summary: Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said.