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Summary: INTV Video - should advisers be fearful of robo-advisers? A group of experts highlight the opportunities advisers have to take advantage of the rise of robo platforms to help innovate and evolve their own practices.
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Summary: Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content and design can be a great place to improve your marketing: Our most recent webinar will help you:
- Learn how to develop a marketing content calendar
- Create consistent design brand guidelines
- Leverage marketing automation platforms
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Summary: Does the old adage, actions speak louder than words, hold true for advisors? In a recent survey, over a third of registered investment advisory firm owners say they are planning to retire in the next 10 years, but many have not put into place the steps necessary to get ready for that reality.
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Summary: As technology progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches.
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Summary: One of the biggest challenges we face as business consultants to advisory firms is when owner-advisors come back from an industry conference with one or two (or six) “new initiatives” that they heard a consultant or advisor talk about and which they want to implement “right away.” Based on our experiences over the past 15 years, we find that these “business ideas” typically fall into 3 categories:
