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Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
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Summary: Opportunities for wealth management are growing among consumers with lower and moderate incomes – as well as millennials – by increasing use of robo-advisor technology, according to a recent study.
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Summary: Organizations produce or distribute products and services; marketers are given the challenge of creating demand for what is pumped out of the manufacturing process or handed to them from suppliers.
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Summary: The RIA industry is coming up short in its effort to attract next-generation talent, as older recruitment models struggle to relate to today’s younger prospects. Part of the challenge is our growing diversity across all societal demographics.
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Summary: If you’re like most people, you’ve had your fair share of New Year resolutions that have fallen by the wayside as winter turns to spring. Today, I’d like to share three resolutions that are simple to start, easy to keep, and will help you communicate your way to success in 2018:
