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Summary: [Podcast] Schwab Advisor Services' Tim Oden gives Mindy Diamond an inside view of the growth of the independent space—and what advisors need to do to make their own move successful.
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Summarry: Be Curious: Discover what advisors want in our 2018 Subscriber Infographic
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Summary: SEI Advisor Network, the turnkey asset management platform offered by financial services firm SEI, published a follow-up white paper to a popular one from 2015 that details the evolution of compensation in the wealth management industry during recent years.
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Summary: Without question, China is one of the most successful countries at negotiating business deals. Jeff Moon’s July 17 Wall Street Journal article, “The President Turns the Tables on China,” lays out what has made China so successful when negotiating with foreign companies wanting to make inroads into their country.
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Summary: If you run your own advisor business or play a large role in one, then you can almost always expect your clients and prospects to have questions about your company or website. Don’t worry, this is a good thing! You want them to ask so that you can gain their trust by answering them appropriately. If this relationship is strong from the beginning, then it can pave the way for a steady relationship for years to come.
