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Summary: There is a resistance to new technology and new ways of doing things, most noticeably when it comes to using new marketing methods, such as social media.
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Summary: How can RIAs achieve significant organic growth? Maybe they could take some lessons from Mercer Advisors, which turned to its channel partners for help and reaped about $1 billion in organic asset growth over the past three years.
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Summary: As the world of financial advice evolves, so do the services that advisers provide to clients, the business models by which we operate and the labels that we use to describe ourselves. In the past 50 years, our titles have changed from insurance agents and stockbrokers, to financial advisers and financial consultants, to financial planners, and now wealth managers.
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Summary: Once an advisor becomes a vendor’s raving fan, a testimonial may follow. And that could mean more business for you. On their websites, outsourcing firms often list blurbs from advisors who share their positive experience and offer effusive praise.
