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Summary: Recent reports have made it clear: firms are feeling stretched thin when it comes to new client acquisition. Aite Group recently found that it’s either “important” or “very important” to 97 percent of wealth managers when it comes to their firm’s long-term success.
Added on February 2018 in Join an RIA
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Summary: When considering how to build a business that attracts and retains millennial employees, people often focus on flexible work hours, virtual office days and other tangible employee benefits.
Added on February 2018 in Join an RIA
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Summary: Video What this breakaway advisor learned by going indie
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Summary:In 2015, InvestmentNews listed smartphone apps advisers use in their business. Some of them remain popular today, like Evernote, Expensify and Slack, but three years is an eternity online. We decided to reach out to advisers and find out which apps they are using in 2018 to run their business more efficiently.
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Summary: As an advisor, you make sure to know when your clients plan to retire. But they don’t ask when you are going to retire. Instead, like our patriarch, they assume. The fact is, our advisor client has no intention of retiring anytime soon.
