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5 Ways to Perfect Your LinkedIn Profile

From Inc.
Added on May 2015 in Manage Your Practice
1 visitor like this article | Viewed 4804 times | 0 comment

Summary: If your LinkedIn profile reads more like a resume, you're making a huge mistake -- especially if you're hoping to land new customers. But don't just take my word for it. I recently talked with Mike Derezin, Vice President of LinkedIn Sales Solutions (and therefore a guy perfectly placed to know what helps small businesses gain new customers and build stronger business relationships), about ways you can create the perfect LinkedIn profile.

How your peers view robo-advisers

From InvestmentNews
Added on May 2015 in Thought Leadership
1 visitor like this article | Viewed 3632 times | 0 comment

Summary: In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today.

The Kids in the Hall and Networking Events

From WealthManagement.com
Added on May 2015 in Manage Your Practice
1 visitor like this article | Viewed 4168 times | 0 comment

Summary:  I’ve always found ‘networking events’ are valuable on many levels for advisors, more than just the obvious one of business development. Here are four tips to help you make the most of your next networking event experience.

Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months

From Think Advisor
Added on May 2015 in M&A Issues
0 visitor like this article | Viewed 4702 times | 0 comment

Summary: Savant Capital Management has closed on its third acquisition of a fellow RIA firm over the past 17 months with the purchase of Orion Capital Management of Winnetka, Illinois. 

22 Mistakes Made By Sellers In Mergers And Acquisitions

From Forbes
Added on May 2015 in M&A Issues
1 visitor like this article | Viewed 5190 times | 0 comment

Summary: Selling a company is often difficult and time consuming. The merger and acquisition (M&A) process is one that requires careful planning, competent professionals assisting the target company, and an understanding of the deal dynamics involved in the negotiations.

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