From WealthManagement.com
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Summary: It takes a savvy advisor with a working knowledge of generational differences to navigate in today’s environment. Many advisors risk alienating potential and existing clients with a semantic slip, a word that resonates wrong, advice to someone younger that should have been reserved for someone older.
From WealthManagement.com
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Summary: In the early years of financial planning, the reality was that most advisors only needed one skill to be “successful”: the ability to sell, and get clients. After all, when advisors are solely compensated by commissions, if you can’t keep finding new prospective clients to sell to – and actually sell something to them – your income will quickly go to zero.
From WealthManagement.com
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Summary: Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything today, most independent advisors still don’t understand the digital space as it relates to their practice.
From Financial Plannning
Added on April 2016 in M&A Issues
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Summary: Cooper and other experts, speaking on Thursday during a Financial Planning webinar, say that having the right strategies in place can not only help a firm grow, but also protect what's already been built.
From On Wall Street
Added on April 2016 in Join an RIA
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Summary: Teams provide the fast track young advisors and top producers want, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.
