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Summary: Capt. Hawkeye Pierce of “M*A*S*H” has some indispensable advice for financial advisors. Well, Alan Alda, who played the smart-alecky surgeon on the classic TV series, has indispensable advice for advisors. Oddly enough, it’s about how to communicate better to win and keep clients, and he talks specifics in an interview with ThinkAdvisor.
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Summary: Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
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Summary: Just as advisers are always on the lookout for their next great client, they should also be keeping an eye out for the best and brightest people to join their team.
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Summary: One of the perks of my position is that I get to spend a great deal of time with high-quality financial advisors. I not only get to listen to some of the best discuss what’s working, but I get to advise many of them as an outsider, one that can be objective and even sometimes “call their baby ugly.” In fact, Raef Lee and I have created templates and workflows for the meetings that are streamlining our conversations and deliverables. (Ok, it was mostly Raef that created the templates – and by mostly, I mean 100% – but I do use them.)
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Summary: How often do you think about your technology tools before you take off on a vacation? When you are traveling domestically, you might not think about it at all. However, when you are traveling internationally, you should plan for how you will stay connected during the trip. Not only are there best practices for you to consider, but you could also save some money if you plan carefully. This list isn't just for advisors; you can share these ideas with your clients, too.
