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Summary: More than half of financial advisors surveyed by the FPA for its latest study, "2014 Drivers of Business Growth," didn't give their business development process a passing grade, and only 9% described their process as very effective.
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Summary: Emphasizing ways female financial planners can grow their practices and better help each other and their clients, more than 150 attendees on Thursday crowded SourceMedia's Women Advisors Forum to learn and to network.
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Summary: We do a lot of research here at InvestmentNews around practice management, from taking the pulse of advisory firms' financial performance to benchmarking the compensation and staffing of the elite firms in the industry. But after analyzing a firm's financial health and the single biggest factor on their bottom line — staffing — what practice-oriented feature affects advisory firm performance most?
Added on November 2014 in Form an RIA
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Summary: Social media are increasingly important for advisors, whose business depends on building trusted relationships with clients. Voya has made it a priority to provide our brokerage advisors with the resources to let them engage online confidently and securely.
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Summary: It’s fascinating to watch technology move to center stage as a critical part of helping investors communicate with their advisors, and have clarity and confidence in their financial future. A key player in this shift has been the robo-advisor.
