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Summary: Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice management solutions at SEI Advisor Network, Libby Dubick of Dubick & Associates, and Ric Edelman, founder and executive chairman of Edelman Financial Services, offer these suggestions to revamp an adviser’s client prep process.
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Summary: Critical to building a highly successful financial advisory practice is being able to source successful and wealthy clients. While there are a number of ways to accomplish this goal (presenting at events, for instance), the most unfailingly effective approach is to get a steady stream of high-quality client referrals from other professionals also working with the types of clients you are focusing on.
Added on August 2017 in Form an RIA
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Summary: Are the Certified Financial Planner Board of Standards’ proposed revisions to its Standards of Professional Conduct too weak, too strong or just right?
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Summary: For a uniquely informed perspective on where the advice profession is heading in the coming decade, InvestmentNews assembled leaders from among the next generation of advisers and other key industry participants in New York in June for an event called “The Future of Our Business by the Future of Our Business,” sponsored by Fidelity Investments.
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Summary: [VIDEO] Is there a right way to hire people? Just like there's no one perfect way to manage a team, there's no one perfect way to hire and train employees. However, there are best practices for doing so.
