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Summary: There was a common thread throughout the recent TD Ameritrade Institutional National LINC 2016 conference ‘Storytelling’. The art of ‘storytelling’ is an effective way many RIA firms are finding success in truly differentiating themselves and communicating their unique services and benefits.
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Summary: Not since 2008 have financial advisors felt so dispirited and turned off. Weary of the heightened regulatory requirements that make them work harder but earn less, many FAs are showing diminished zest for their jobs.
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Summary: The affluent are certainly looking for the highest quality financial services. Investment management expertise is the reason they engage financial advisors. In many situations, the ability to obtain advanced planning services—wealth enhancement, estate planning, asset protection planning—is also a major draw.
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Summmary: As a young hockey player growing up, we all wanted to be our best. We defined the best at that time as the “Great One” Wayne Gretzky. As we studied and watched Wayne weave his magic, we realized that he plays a different style of game, which is not for everyone. Wayne and his team had an offensively aggressive style of play that worked well for them and led them to 5 Stanley Cups.
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Summary: Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
