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Summary: The early fear around robo advisors was that they would perform the work of human advisors — and at a fraction of the cost. Yet in practice, robos have failed to capture even 0.1% market share of consumers’ investable assets. Nonetheless, this failure doesn’t mean technology won’t fundamentally reshape how our firms operate.
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Summary: After I wrote an article on business suits, several advisors asked me about casual dress, the biggest concern being about whether you should wear a tie. I’m going to unbutton that question and provide insight about what you could do to pull off this look successfully.
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Summary: Unless you’ve been overly fixated on the Kardashians for last half-decade, you’re undoubtedly aware of the “talent shortage” in the advisory industry. Simply put, most independent firms are growing faster than professional schools can turn out new financial planners.
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Summary: The full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization.
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Summary: At any conference, usually even on the first day, you can find a group of people who founded their own companies sitting in the bar commiserating. If you could overhear them, you would most likely hear the phrase, “They are not entrepreneurs.”
