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Summary: This might seem like an odd question to pose, but I am frustrated and not sure what to do. Our lead advisor is generally a great guy, very kind and fun. In a group setting he is gregarious and upbeat and always goes out of his way to make all of us feel special and appreciated.
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Summary: Marketing personalization is increasingly easier and popular. Indeed, your prospects and clients expect relevant and personalized content. Apart from being an expectation, personalization is a necessity in order to stand out.
Added on February 2020 in Join an RIA
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Summary: WealthManagement.com decided to find out. This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities. (The survey is limited to degree-granting, on-campus programs. Wealth Management will evaluate online, distance-learning certificate college programs in a follow-up study.) WealthManagement.com ranked these programs based on a weighted matrix of nine indicators believed to be markers of excellence.
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Summary: For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies.
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Summary: Last month, more than 100 financial professionals gathered at the Personal Financial Planning Summit, sponsored by the American Institute of CPAs to hear perspectives on practice management delivered by profession leaders.
