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Summary: In my experience most financial advisers are poor at valuing the advice they give. This is despite a number of excellent studies highlighting the difference an adviser can make to a consumers wellbeing and net worth, as well as the experience of the advisers themselves over the course of their careers. It is worth noting that I am not referring to being poor atexpressing the value – which we usually are – but we are poor at actuallyputting the proper value on the advice itself.
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Summary: The 10-year-old RIA aggregator — one of the advisory industry's largest— has confidentially filed an IPO that could value the company for as much as $1 billion, The Wall Street Journal reported.
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Summary: Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website. These items will help you reach people more organically and truly connect with your current and prospective clients.
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
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Summary: One of the lessons most successful advisors have learned is that they should seek out clients who are like them: people with the same values, goals and interests. People with whom they have a natural rapport.
