From WealthManagement.com
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Summary: In his time after basketball, Wooden produced a number of noteworthy books on the topic of leadership and success. If you haven’t read any of them, “Wooden: A Lifetime of Observations and Reflections On and Off the Court” is a great place to start. Here are a few excerpts that we thought had particular meaning for financial advisors.
From InvestmentNews
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Summary: Most advisers depend on referrals to provide the majority of their business growth, and some have uncovered best practices to get more client recommendations flowing in from other professionals. Spectrem Group conducted in-depth interviews with 25 accountants and 25 attorneys to find out the secrets of working with these centers of influence.
From IRIS
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Summary: Almost every executive, CEO, business owner and manager that I have spoken with over the past 10 years asks the same question: “How do we get more women in leadership roles in our company?”
From IRIS
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Summary: In this series, we discuss the BEI's Seven Step Exit Planning Process. We started with a comparison of Exit Planning and succession planning and followed that with establishing the foundation for an owner’s plan: the owner’s goals.
From WealthManagement.com
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Summary: No one today makes even casual financial decisions in a vacuum. If you want to book a vacation, you check TripAdvisor. Before you invest in a restaurant, you fire up Yelp. Angie’s List is the go-to platform for when you want to find a babysitter, plumber or dentist.
