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Financial adviser rises in list of top jobs

From InvestmentNews
Added on January 2015 in Join an RIA
3 visitors like this article | Viewed 4303 times | 0 comment

Summary: A ranking of America's top jobs found that financial advice increasingly is a terrific profession, moving up 16 spots on the U.S. News and World Report list from last year.

 

Kill Your Resolutions: Set Better Goals for 2015

From Financial Planning
Added on January 2015 in Plan for the Future
1 visitor like this article | Viewed 4120 times | 0 comment

Summary: Advisors often start a new year with the best intentions. They set goals such as, "I want to increase my personal income by 25%," or "I want to add 10 new $1 million accounts."But, surprise! Midway through the year, they lose interest. The New Year's goals become an afterthought as the day-to-day stuff gets in the way.
Sound familiar?

Some Advisers Hire Clients to Expand

From WSJ Online
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 4208 times | 0 comment

Summary: Financial advisers come from many walks of life, often taking on the work as a second career. Some even start as clients, although not every adviser is comfortable recruiting from their own list of accounts.

Your next client? Meet the six-figure skilled laborer

From InvestmentNews
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 4342 times | 0 comment

Summary: Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see every day.

 

5 Different Metrics for Your 2015 Strategic Business Plan

From wealthmanagement.com
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 4195 times | 0 comment

Summary: Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other important measurement opportunitiesyou may be missing that could directly impact your assets under management.

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