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Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
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Summary: Odds are that by now you know of Meltdown and Spectre. Why? Because once again a cybersecurity issue has reached the mainstream press – an event happening more and more often as we become an increasingly tech-reliant world. For the advisor, cybersecurity is becoming more of a distraction taking you away from giving financial advice and making your clients’ lives better.
Added on January 2018 in Form an RIA
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Summary: If consumers can automatically pay their Netflix or Amazon Prime subscriptions each month using a credit card, why can't they do the same for financial planning?
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Summary: Advisors should not think of technology as just part of the ecosystem of their businesses, helping to onboard clients, develop financial plans and invest and monitor assets. Technology is also key in their clients’ lives and not just for communications with their financial advisor, including clients older than members of Gen X, Y and Z.
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Summary: Finra launched a helpline for small-firm members on Monday to answer "general and routine" compliance questions.
