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Summary: Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other important measurement opportunitiesyou may be missing that could directly impact your assets under management.
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Summary: Despite what one may read in newspaper headlines or see on nightly television news shows, the business of providing financial advice is an honorable one — no less honorable than teaching children, taking care of the sick or keeping criminals off the street. In fact, a person who becomes a financial adviser isn't making a career choice; he or she is answering a calling.
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Summary: If the past is any indicator, adviser moves are likely to pick up steam in the first quarter, according to an analysis of InvestmentNews' Advisers on the Move database, which tracks teams of advisers and brokers changing firms.
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Summary: Writing your website content is not an easy challenge. As a Financial Advisor, you know how much it is hard to get a client and although most of them might be coming from referrals, you still want to give the best impression and prove your firm’s the best to start a long lasting relationship.
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Summary; The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority.
