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Summary: What is the No. 1 reason clients come to you for advice? The answer, I think, is that they are going through some kind of personal or financial transition, and they are trying to figure out how to manage it.
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Summary: New research from global analytics firm Cerulli Associates suggests that technology innovations will help grow — not hinder —an advisor’s business.
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Summary: Sure, arranging interviews and making sure follow-ups run smoothly can be irksome. But advisors who are experienced at cultivating close ties with journalists say it’s a process that can help to polish a firm’s image and separate them from the pack as thought leaders.
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Summary: When I was first promoted to a leadership position, I was so proud and yet so unprepared. Leadership is a people business, and emotional intelligence is becoming more and more important.
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Summary: When investment advisers who are sole proprietors die unexpectedly without a continuity plan in place, the firms where they house client assets react rapidly.
