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Summary: How many times have you heard something like this: “Advisors need to demonstrate value beyond just investing, or drop their fees to compete with robo-advisors.”
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Summary: What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here are three topics that may be worrying your clients in 2018, and some ideas on how you can approach them..
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Summary: The stock market -- essentially flat for the year as of pre-open on Friday -- slumped again last week, this time on the U.S. president’s promise to stiffen tariffs on steel and aluminum imports.
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Summary: Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.
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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?
