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Summary: Did you ever have a call with a prospect where you just came away with this really bad feeling ? And in spite of that ominous feeling, you just continued to chase the deal anyway ? Did it go anywhere ? And if it did, did that prospect turn out to be a great client ?
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Summary: Transitions always trigger grief, because they require leaving behind something known and moving into the unknown. A presidential election is no exception. The results are particularly volatile this year because half of the people in this country voted for Hillary Clinton and half voted for Donald Trump. Consequently, no matter the final outcome, half of the citizenry is destined to grieve.
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Summary: [INFOGRAPHIC] An increasing number of advisors are choosing the freedom and control that come with being an independent Registered Investment Advisor (RIA). What’s more, the RIA model is creating significant opportunity: RIA channel assets and revenue continue to climb—and it’s not just because of market returns. Take a closer look at the numbers.
Added on November 2016 in Join an RIA
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Summary: In the fall of 2011, I was a brand new student at Florida International University. I was in business school, and one of the first classes I took was the intro to finance class. As a kid attending school after the financial crisis in 2008, I wanted to know how money worked. I absolutely fell in love with the process. Time value of money? It made sense.
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Summary: Many advisers have plans for growth, but does anyone really know what causes above-average sustained progress? Some might think exemplary esprit de corps among your employees will do it. Others may feel the best way to tap into a fantastic pool of potential clients is to locate an office where everyone has above-average incomes.
