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Summary: As proud as you may be of your website, it’s probably not doing enough to differentiate your firm from your competition, says a marketing expert.
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Summary: Certainly one of the most prevalent ways to thank your clientele for their business and promote new business opportunities for your practice is to host the ever-popular client appreciation event.
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Summary: While the reaction to the CFP Board's new proposed standards of conduct has been mostly positive, many commenters have expressed serious misgivings about the practical impact of the changes.
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Summary: Recruiting high quality advisors is a top of mind concern of every client we work with. And I can see why. In an industry projected to grow by 30% where there are more advisors over the age of 70 than under the age of 30, you don’t have to be an economist to figure out that we’re facing a major supply shortage.
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Summary: Succession planning is a real buzzword right now. With the large number of boomers set to retire, everyone is talking about how to help them make it happen. Unfortunately, many business owners are having these conversations far too late.
