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Summary: Giving advice is all about analysing the desired outcomes for clients, weighing up the possibilities, deciding on the optimal way forward and then managing the behavioural change required by the clients to achieve the desired outcome. That was a bit of a mouthful, but that is really the entire advice process in a single sentence. If we were to condense that sentence further, we’d come up with “advising is coaching clients to win their own game”.
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Summary: Citing post-DOL-rule concerns about serving their super-rich clientle and hungering for more alternative alternatives, Paul Pagnato and David Karp have ankled the captive brokerage world but are keeping ties to the Chicago roll-up
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Summary: While many firms use job descriptions only when they have an open position they need to fill, we believe the job description is the most important tool in not only attracting new talent but also retaining and managing your current talent.
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Summary: NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just stockbrokers, with similar platforms and similar products. How in the world can you really differentiate yourself from the thousands of advisors in the metropolitan area?”
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Summary: Fending off cyberfraud is often portrayed as a battle with hackers employing sophisticated technology, but the weakest link at most firms is typically low-tech: their employees and clients.
