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Summary: When financial advisors decide to go independent, one of their most important choices will be choosing a broker-dealer and/or a custodian.
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Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
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Summary: Financial advisors are buzzing these days with long-needed discussions about fee structures and the way clients pay advisors for their services. But setting a fee structure is only half of the equation. The other half is the distribution of compensation throughout the firm, from support staff to ownership.
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Summary:One of the great comic scenes in early television starts with Lucy and her best pal Ethel, of “I Love Lucy,” wrapping chocolates on a production line. “If one piece of candy gets past you and into the packing room unwrapped, you’re fired!” threatens the supervisor.
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Summary: When going independent, should financial advisors really go it completely alone? If hiring full-time advisors and other workers isn't an option at the outset, outsourcing, employing virtual employees and using cloud-based services could be good alternatives.
