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Duke's Coach K: Lessons on How Advisors Can Build the Best Teams

Added on May 2015 in Manage Your Practice
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Summary: Krzyewski offered his five pointers that advisors can use to develop their own top team.

How partisan politics have poisoned the SEC

Added on May 2015 in Form an RIA
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Summary: For much of its 81-year existence, theSecurities and Exchange Commission has quietly toiled away on rules that could make only a securities lawyer's heart race. If there were disagreements among its five voting members, they were usually ironed out behind the scenes, well before a vote was taken.

How LinkedIn Helped a Rookie Advisor Land a $35 Million Account

Added on May 2015 in Manage Your Practice
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Summary: Now, LinkedIn has not only entered the financial advisor branding game, it has all but made brochures obsolete and has become a dynamic and interactive complement to the traditional website. However, it takes attention to detail in order to fully capitalize on LinkedIn’s branding power.

Robo wars: How advisors are taking on cybercompetitors

Added on May 2015 in Plan for the Future
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Summary: The growth of low-cost robo-advisors has made one thing clear to financial industry analysts: Human advisors who provide little more than investment advice have their work cut out for them. 

10 ways advisors can stand out

Added on May 2015 in Manage Your Practice
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Summary: How can financial advisors differentiate themselves from the ever-increasing competition, both human and online/automated?

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