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Summary:Big banks claim that cross-selling products and services between their wealth management, consumer banking and other businesses is more than just a growth strategy. Clients want—even expect—companies to be a one-stop shop for their financial lives, banks say, and a new survey supports that.
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Summary: Successful entrepreneurs know niche markets can provide more value to clients along with stronger potential for growth and long-term success. In fact, most of the 42% of startup failures occur because they ignore capitalizing on a niche. Financial advising is no different.
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Summary: When was the last time you thought about your health? How about your family? Your finances? Your spiritual life? My guess is you’ve thought about all of this in some way, shape or form within the past 24 hours. These questions pertain to four key psychographic motivators impacting affluent decision making: personal health, financial health, family health and spiritual health.
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Summary: The Securities and Exchange Commission's new reforms on financial advice could push firms to rethink how they invest in technology.
Added on June 2019 in M&A Issues
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Value Proposition: I am a NextGen advisor who is looking for a firm who can utilize my skills to their full potential. Working through the politics at a wirehouse has stunted my growth potential and management does not understand the value I can provide. Reach out if you want someone who knows how to connect to the NextGen!
