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Summary: Back when the financial services industry was focused almost exclusively on product sales, the process of “training” new employees was relatively straightforward: either new hires were able to learn to sell enough to survive and build a book of business, or they didn’t… and moved on to do something else.
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Summary: Keeping talented young recruits in place means creating the right balance of learning with realistic expectations for the timing of career advancement.
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Summary:What does the financial advice firm of the future look like? For many industry leaders, it's making financial planning and investment management as easy as shopping on Amazon, ordering a ride on Uber or streaming a movie on Netflix.
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Summary: The Securities and Exchange Commission, as well as state securities regulators, want to know about your firm’s cybersecurity practices. Not only are you responsible for safeguarding your firm’s networks and devices, but you must perform due diligence on your vendors and establish policies for employees.
