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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
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Summary: Now more than ever, your marketing efforts reflect onto your business’ success. In order to keep up with our constant world, many practices often lose strength in their marketing efforts, thus losing success– but, how do you keep up with these changes and maintain successful marketing efforts?
Added on October 2017 in Join an RIA
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Summary: Franklin Roosevelt said that to a troubled nation in the depths of recession many years ago. Although my experience is by no means comparable, when I first decided to "go independent" I felt like the weight of the world was on my shoulders. A lot of fear is involved in striking out on your own. The fear, more than the actual process, is what keeps most advisers from fulfilling their greatest potential as an RIA.
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Summary:The FPA tapped an advisor with nearly 20 years' experience in financial services as its 2018 president-elect, choosing a career changer and military veteran, the association said Monday.
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Summary: Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or the advisor well.
