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Summary: An interesting array of advanced features have been showing up lately on advisor websites. One clever development has video clips of advisors and clients interacting. In one case, the video runs in the background, with pictures of the firm’s advisors in the foreground. Click on a face and up pops that advisor’s bio.
Added on October 2015 in Form an RIA
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Summary: When you’re running a small business—or even a big one—you’re always looking at efficiencies, and one practice that is the ultimate in creating efficiency is writing policies and procedures manuals.
Added on September 2015 in Form an RIA
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Summary: Back in 2000, when Todd Sanford launched his solo firm, Sanford Financial Services, he knew he wanted eventually turn it into a team-based practice. He studied everything he needed to know to build a team and now, with 14 employees, including himself and two other partners, he’s reached $600 million in assets.
Added on September 2015 in Form an RIA
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Summary: Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.
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Summary: When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the works. Some media experts think it may mean the end of including links as part of the character limit or excluding the @ sign when tagging users.One thing is certain for advisers, however: Try not to get too excited.
