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Summary: With market volatility predicted to last throughout 2016, it’s more important than ever for financial advisors to reinforce and build their clients’ trust. One way advisors and the corporate marketing teams that support them can deepen relationships is to become more technologically agile so they can reach consumers who are now more mobile and digital
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Summary: Your company culture grows stronger when you maximize the marketing power of its most valuable resource.Your employees could be your clearest competitive advantage if they become the kind of brand evangelist like the one I met last week on a Lyft ride.
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Summary: Many advisors express some level of unhappiness with their current firm, citing such things as too much bureaucracy, a desire for more control, lack of support and a change in culture.
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Summary: Both broker-dealer reps and RIAs believe the Department of Labor’s pending fiduciary rule will have a negative impact on their businesses, according to a survey by Fidelity Institutional.
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Summary: Every March I host the Independent Advisor’s Implement Now Practice Management Virtual Summit. I interview about two dozen industry thought leaders to crystalize the key how-to advice they have to offer to propel advisers to their next level of success. This year’s content reveals four practice management themes that entrepreneurial advisers must pay attention to if they want to achieve their full potential.
