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Summary: One word can ruin an entire email and one email can ruin a relationship. As communication becomes more digitized, it’s important to have the right tone anytime you are sending an electronic message. Here are eight phrases that will stop prospects from wanting to do business with you.
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Summary: Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion.
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Summary: Experienced (25+ years) solo, fee-only financial planner/RIA seeking merger/employment closer to Florida to be near family. Looking to eliminate the many hats one wears as a solo business owner and focus on what I enjoy: helping people succeed. I have CFP and other pro designations, tax prep experience, and in-depth knowledge/experience with qualified retirement plans.
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Summary: Although wealth managers have serious concerns about fee compression, a Cerulli report says that it’s a primary determinant in choosing a provider for relatively few investors. In its report U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement, Cerulli says that client behavior is less tied to fees than advisors might think.
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Summary: Strong growth in the number of registered investment advisory firms brings with it the greater likelihood that they'll be enforcement targets, recent state statistics show.
