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Duke's Coach K: Lessons on How Advisors Can Build the Best Teams

From Think Advisor
Added on May 2015 in Manage Your Practice
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Summary: Krzyewski offered his five pointers that advisors can use to develop their own top team.

How partisan politics have poisoned the SEC

From InvestmentNews
Added on May 2015 in Form an RIA
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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.

How LinkedIn Helped a Rookie Advisor Land a $35 Million Account

From WealthManagement.com
Added on May 2015 in Manage Your Practice
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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.

Robo wars: How advisors are taking on cybercompetitors

From CNBC
Added on May 2015 in Plan for the Future
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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. 

10 ways advisors can stand out

From CNBC
Added on May 2015 in Manage Your Practice
0 visitor like this article | Viewed 4621 times | 0 comment

Summary: How can financial advisors differentiate themselves from the ever-increasing competition, both human and online/automated?

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