Added on September 2018 in Join an RIA
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Summary: Financial advisers, recruiters, recent graduates, and even the heads of prominent financial planning programs at universities across the country almost universally agree that there are gaps in the way young financial planners are being prepared to enter the profession.
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Summary: Most companies are able to avoid the lurid headlines associated with the Redstone situation, but succession can be a “make or break” consideration for companies. A well-managed CEO succession can help a company reach new highs, while a badly managed succession can cause a company to stagnate or decline. Investors should understand some of the common themes associated with “failed” CEO succession plans.
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Summary: When helping RIAs with marketing, the first place I start is the website. And for good reason, it’s the first place prospective clients go! A DAC Group study found that “71% of purchases begin with online search” and “57% of the purchase decision is made before contacting you”. An effective website establishes your credibility, broadcasts your message, and shares your mission to the world!
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Summary:Because many owners don’t understand organizational strategy, they create an organizational chart with boxes and names on it. But this chart sends the wrong message to employees and creates a working atmosphere that prevents businesses from reaching full potential.
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Summary: In one corner are ETrade and TCA by ETrade, as TCA is now known. They believe the merger will help both companies become stronger. On the custodial side, the brand power of ETrade could give TCA by ETrade the jolt it has needed for some time.
