From Financial Planning
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Summary: In the digital era, marketing for financial advisors has a new set of rules. Craig Faulkner, founder of digital marketing firm FMG Suite spoke Thursday at a Schwab’s Impact conference conference session on "Four Steps to Inbound Marketing Success: Leveraging Digital Media to Acquire Clients."
From wealthmanagement.com
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Summary:
Charles Schwab's IMPACT 2014 conference descended upon the Colorado Convention Center in Denver this week. While plenty of face-to-face networking took place during this year's event, many also took to Twitter to share their real-time reactions. We tracked the social buzz from Day 1 through to the Friday conclusion.
From wealthmanagement.com
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Summary: About half of RIAs have a succession plan in place that outlines who will take over the firm. Moreover, of those firms who have procedures in place, 37 reported said their successors are “extremely prepared” to take the reins and lead the company into the future, according to latest Independent Advisor Outlook Study, released Wednesday by Charles Schwab at its annual IMPACT conference in Denver.
From Think Advisor
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Summary: We’ve taken a journey through the five levels of technology utilization in this series of blogs, Spenser Segal on Software Optimization, examining ways to save time while also improving accuracy and consistency. The efficiency and auditability gains will help to ensure you and your team can get more done in less time and not lose track of important client needs that must be taken care of.
From wealthmanagement.com
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Summary: How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
