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Summary: According to Gallup’s State of Employee Engagement 2018 study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity and greater profitability. For advisory firms whose business model is built on client retention, your team is what drives your value proposition. Since the average headcount of most firms is six employees, this means that even if one employee is not fully engaged or decides to quit, a huge burden will be placed on other members of the team.
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Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.
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Summary: During BNY Melon Pershing’s RIA Symposium in Chicago, Gabriel Garcia, managing director, Advisor Solutions for the firm presented some of the myths floating around the business, and whether they are true or not.
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Summary: Just because a firm has the ability to password-protect, encrypt or implement other security features to protect its data, doesn’t mean the firm is actually taking those steps. That’s the observation being shared by the SEC in its most recent risk alert, which covers safeguarding customer records and information in network storage.
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Summary: Welcome to the May 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
