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Summary: It has been almost two years since Alex Rodriguez, “A-Rod,” ended his career as one of Major League Baseball’s (MLB) greatest players. He has since been establishing himself as a leader off the field, and he has successfully launched ventures in business and investment management. How did he do it? He used lessons from Warren Buffett and Bill Belichick, and joined “the dark side” to become a media announcer.
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Summary: We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book" (themselves) without a cover.
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Summary: [Slideshow] While advisors have their hands full working with their baby boomer clients, they may need to shift their focus to younger clients sooner than they planned.
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Summary: When it comes to websites, first impressions matter. What’s the snap judgment someone makes when visiting your site? Are you seen as current and polished? Or outdated and not really trying? Our data shows that 95 percent of prospective clients will research you online at some point in their decision-making process. Your website (and LinkedIn profile) will be at the top of that Google search. Here are five current trends to ensure that the impression you make is positive and lasting.
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Summary: Why does the financial planning profession have so few black and Latino planners, far less than their representation in the general U.S. population, when it should have more minority planners to serve an increasingly diverse consumer population? Of the 80,000 CFP-licensed professionals, just 3.5% are black or Latino.
