From On Wall Street
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Summary: Here are five easy steps financial advisors can take to more effectively interact with clients and increase their chances of getting referrals.
From Think Advisor
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Summary: Krzyewski offered his five pointers that advisors can use to develop their own top team.
From InvestmentNews
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Summary: For much of its 81-year existence, theSecurities and Exchange Commission has quietly toiled away on rules that could make only a securities lawyer's heart race. If there were disagreements among its five voting members, they were usually ironed out behind the scenes, well before a vote was taken.
From WealthManagement.com
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Summary: Now, LinkedIn has not only entered the financial advisor branding game, it has all but made brochures obsolete and has become a dynamic and interactive complement to the traditional website. However, it takes attention to detail in order to fully capitalize on LinkedIn’s branding power.
From CNBC
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Summary: The growth of low-cost robo-advisors has made one thing clear to financial industry analysts: Human advisors who provide little more than investment advice have their work cut out for them.
