From ThinkAdvisor
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Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.
From wealthmanagement.com
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Summary: Imagine for a moment that you’re an executive at a local company in town. You and your spouse have determined that you need a financial advisor. How do you begin your search?
From InvestmentNews
Added on October 2019 in Join an RIA
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Summary: Anyone who's ever switched jobs — or entered into marriage — has thought "this isn't what I expected." Often, advisers join a new firm with high hopes of serving their clients better while also growing their business, only to become disillusioned and disappointed.
From ThinkAdvisor
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Summary: In today’s world, there is an overwhelming amount of content available to clients every minute of every day. Beyond financial advice — politics, pop culture, a friend’s status update — anything a client wants to learn is easily accessible.
From wealthmanagement.com
Added on October 2019 in M&A Issues
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Summary: Shirl Penney grew Dynasty Financial Partners to help liberate financial advisory teams from the conflicted shackles of Wall Street’s banks and investment houses. Earlier this year, the firm itself moved away from the city of legacy finance, relocating its headquarters from Manhattan to St. Petersburg, Fla., for, he says, that city’s pool of young talent, a growing presence of other independent financial services firms and a better lifestyle for employees.
