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Summary: The final decision to change jobs is typically made when that final straw breaks the proverbial camel’s back. There is a lot of emotion involved in “I’m out of here!” and emotional decisions can be difficult to reverse.
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Summary: Here are three affordable email systems can help you kick-start those email marketing campaigns. There are other additional options out there, but these three are a great place to start your search.
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Summary: As an advisory firm the relationships you have with your clients is what I like to call “the secret sauce” of what makes your business successful. The people that work in your firm largely drive the value that is delivered to your clients. So the most important decision you make in the running of your firm is the selection of who joins your firm as a new hire.
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Summary: Calls for financial literacy programs in high schools aren't just for the benefit of a more informed consumer base. For Laurie Belew, 2016 chair of the FPA NexGen community, those programs are another avenue for young advisors to enter the profession.
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Summary: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.
