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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 4385 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 4502 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 4664 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 4535 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.

A chance to help one of your brothers

From InvestmentNews
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 4665 times | 0 comment

Summary: Despite what one may read in newspaper headlines or see on nightly television news shows, the business of providing financial advice is an honorable one — no less honorable than teaching children, taking care of the sick or keeping criminals off the street. In fact, a person who becomes a financial adviser isn't making a career choice; he or she is answering a calling.

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