Added on April 2023 in Form an RIA
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Summary: ChatGPT set records this year for the fastest-growing user base, and when you look what other popular apps such as TikTok and Facebook have done to change our society, it’s hard to wonder what exactly will be the effects of this new AI.
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Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
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Summary: Are you an extrovert? The answer is probably yes because according to CareerExplorer.com, financial advisors score highly on extroversion. Successful advisors believe in themselves. Many years ago, when managed money and asset-based pricing was making its debut, I asked an advisor how they answer a prospect’s question: “What do I get for my 1%?” The advisor looked at me and replied: “You get me.” For an established relationship, this makes sense because the client has firsthand experience of what the client does for them. When it’s a new relationship, it might take more convincing to get the prospect to say yes.
Added on March 2023 in Form an RIA
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Summary: You might assume that financial advisors are spread evenly among U.S. cities, but you’d be wrong. A recent report from SmartAsset shows some cities are what the report describes as “financial advisor hot spots,” with far higher ratios of personal financial advisors to adult inhabitants than others.
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Summary: RIAs thrive in challenging times, and that should continue to be the case in 2023, according to Rudy Adolf, CEO of RIA aggregator Focus Financial Partners.
