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Summary: As young advisory practices grow larger and begin to institutionalize, it’s very common to see their organic growth stall out. The good news is that the underlying reasons are often the same from firm to firm—and with a little planning and initiative, they can get back in gear and start growing again.
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Summary: Again and again in our strategy work for professional services firms we encounter a common set of problems that weaken profits and rob firms of their competitive advantage. But these problems, if solved, can become powerful opportunities. Fixing these problems can create strategic advantage and improve a firm’s long-term performance and value.
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Summary: Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.
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Summary: The latest version has many changes from current law that would affect advisers and clients. After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas.
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Summary: As financial advisers look across the financial landscape, they find plenty to keep them up at night.
