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The Latest Cyber Risk You Need to Know About

Added on January 2020 in Manage Your Practice
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Summary: Add business email compromise, aka BEC, to your list of business cyber risks. It’s a growing risk and spreading around the world, according to Michael Driscoll, FBI special agent in charge, Counterintelligence/Cyber Division, in the bureau’s New York office.

Put podcasting on the to-do list for 2020

Added on January 2020 in Other Ideas
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Summary: Podcasting as a marketing and messaging strategy might not be right for every financial adviser, but that doesn’t mean every adviser can’t give it a shot.

Five Mistakes Planners Make When Running Their Businesses

Added on January 2020 in Form an RIA
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Summary: Many planners spend too much time working in their practices and often forget they need to work on them as well.

9 ways advisers can add value for clients

Added on January 2020 in Manage Your Practice
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Summary: I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some compensation models are better than others. But the assessment needs to go beyond compensation – it needs to focus on value.

Year in Review: 2019 Subscriber Infographic

Added on January 2020 in Other Ideas
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Summary: In 2019, we reported on our annual subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregated data offers insights from over 5,100 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!

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