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What Are You Doing to Be Great?

Added on May 2017 in Thought Leadership
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Summary: [Video] Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?

Voices Succession planning as a blueprint to follow

Added on May 2017 in Plan for the Future
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Summary: Succession planning is both a vital component of doing business as well as a valuable resource to build stronger leadership values and guide decision-making processes.

7 critical pieces of social media guidance from Finra

Added on May 2017 in Form an RIA
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Summary: [Slideshow] More financial advisers are relying on social media to attract and communicate with clients. The Financial Industry Regulatory Authority Inc. recently issued important guidance on advisers' use of social media. Here's what you should know.

6 ways to grow a practice in times of tumult

Added on May 2017 in Plan for the Future
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Summary: The result of last year’s presidential election seems to have raised a seemingly endless number of questions for clients and their families. The issues in play range from health care law to tax code changes to the impact of trade policy and regulations on corporate profits.

Financial Services Is Industry Most at Risk for a Mega-Cyberattack: AIG Survey

Added on May 2017 in Manage Your Practice
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Summary: In the nightmare scenario of a corporate cyberattack, the victim is not just one bank or power supply company but many attacked at the same time, and it could happen as early as this year, according to a new study from AIG.

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