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Summary: Massachusetts set off alarms across the brokerage industry earlier this month when it charged Scottrade with violating the DOL fiduciary rule. At the heart of the complaint: allegations concerning the firm’s use of sales contests.
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Summary: When personal identity is enmeshed with business—as is often the case in family business—it makes it extremely challenging to see the exit ramp out of the leadership and know when to make the turn.
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Summary: As director of strategy at Modo Modo Agency, Amanda Creger has worked on every major client the agency has had in the last 8 years. She’s managed them, researched them, coached them, helped them, served them and acted alongside them. She has over 15 years experience in the trenches and in the boardroom with clients, having worked on every conceivable type of initiative from company positioning and branding, new company and product launches, sales force enablement, thought leadership, and every kind of nurture, drip, touch, push and pull exercise.
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Summary: BOSTON — “We’ve got a lot going on, we’re managing over $1 billion in assets, I’ve got a really good team, but something is missing in the chemistry,” Paul confided in me with great frustration, and then continued his stream of consciousness with, “as the team leader, I hate to admit it, but I think it’s a trust issue.”
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Summary: Many business owners instinctively gravitate toward transferring ownership to their children. However, they must be mindful of the common, sometimes devastating, problems that go along with a transfer to children. While disagreements in third-party sales and sales to management can affect owners’ business lives, those same disagreements can have wide-ranging effects on the personal lives of business owners, their children, and their families in transfers to children.
