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Summary: To avoid losing focus, financial advisors should embrace four practice management disciplines that will help them better serve investors and stimulate growth at the same time: sustainability, reliability, referability, and profitability.
Added on October 2015 in M&A Issues
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Summary: Since the inception of The Deals & Deal Makers Summit, ECHELON’s mission has been to develop the industry’s most intellectually rigorous event. Here are the 10 Key Takeaways gained by Summit attendees. Do not be surprised if the content within challenges both your preconceptions and conventional wisdom.
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Summary: Deena Katz began her session at Junxure’s third annual advisor conference on Thursday by mentioning she was starting her 40th year in the advisor business. Despite her longevity, the co-chair of Evensky & Katz/Foldes Financial, who has been teaching at Texas Tech University for 10 years, lives very much in the present, with her keen blue eyes focused on the future as well.
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Summary: Planning teams perform better than solo advisers, and it's not just a matter of two heads being better than one. Advisers who work together as a pair or even a larger team grow faster than advisers who work alone because they focus on the fundamental drivers that lead to more successful businesses, according to a PriceMetrix report released Tuesday.
Added on October 2015 in Join an RIA
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Summary:According to the latest research by Cerulli Associates, about 35 percent of advisors say they’d join an existing RIA as a principle or partial owner and 18 percent said they would consider joining an existing RIA as an employee.
