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Summary: [Podcast] This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, join Matt and Kirk as they dive into developing your marketing mindset.
Added on December 2017 in Form an RIA
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Summary: An upcoming Finra rule proposal would make it easier for brokerages to determine whether their representatives are engaging in harmful activities away from the office.
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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.
Added on December 2017 in Form an RIA
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Summary: Nearly two-thirds of RIAs are offering fee discounts, according to the 2017 Fidelity RIA Benchmarking Study. But, it goes on to caution, there are good and bad reasons for advisors to cut their stated price.
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Summary: Developing a high-quality client base is a challenge all advisors face. While almost everyone knows that asking for referrals is an important way to grow a business, many planners struggle to do so.
