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Summary: A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic eruption, however.
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Summary: Indeed, tying compensation directly to rainmaking should never be viewed as the only or exclusive key to inspiring advisory team members to build client rosters, veteran firm managers say.
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Summary:Nobody wants to get a bill for services they didn’t need or purchase. But that’s what’s happening – unwittingly – to advisors as the vendors that supply them expand their service offerings.
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Summary: One of the most common traits of successful RIAs is succession planning. Sometimes a robust business continuity plan helps attract new clients while retaining the existing ones.
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Summary: Have you ever looked at your to do list and just laughed? You think, “Oh right, that’s not happening,” and then moments later, you realize that none of the tasks on your list are really an option. Perhaps that’s the point that your nervous laughter turns to tears
