From Financial Advisor
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Summary: The 10-year-old RIA aggregator — one of the advisory industry's largest— has confidentially filed an IPO that could value the company for as much as $1 billion, The Wall Street Journal reported.
From Advisor Perpectives
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Summary: Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website. These items will help you reach people more organically and truly connect with your current and prospective clients.
From FA Magazine
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
From FA Magazine
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Summary: One of the lessons most successful advisors have learned is that they should seek out clients who are like them: people with the same values, goals and interests. People with whom they have a natural rapport.
From WealthManagement.com
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Summary: In an increasingly competitive market, differentiating yourself from your competition by articulating the value you offer is an important component of success. Problem is, a competitive market makes achieving that differentiation harder to accomplish.
