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Summary: Ask an industry vet about his or her compliance department and you will hear many colorful euphemisms used as definitions. “Business Prevention Unit.” “Department of No.” Humor aside, it is this thinking that immediately disintermediates a fairly sophisticated group that could be a significant resource in asset and revenue generation
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Summary: While a small following may seem like a weakness, it’s actually quite the opposite. In fact, it’s a pot of gold right beneath our noses. Here are four reasons why.
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Summary: A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic eruption, however.
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Summary: Indeed, tying compensation directly to rainmaking should never be viewed as the only or exclusive key to inspiring advisory team members to build client rosters, veteran firm managers say.
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Summary:Nobody wants to get a bill for services they didn’t need or purchase. But that’s what’s happening – unwittingly – to advisors as the vendors that supply them expand their service offerings.
