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Summary: Registered investment advisors reported record growth and profitability, according to the 2014 RIA Benchmarking Study by Schwab Advisor Services.Profits were highest since the study's inception in 2006.
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Summary: In the second quarter, only 58 veteran adviser teams switched firms, according to InvestmentNews' Advisers on the Move database. That compares to around 97 teams who moved in the second quarter last year and 101 swaps in the first quarter of this year.
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Summary:It is a popular notion in the industry that only older advisors are and should be worried about succession planning. I beg to differ. Let me cite the example of a sole practitioner in Boston, MA I’ll call John Jones, who I recently spoke with after he submitted a Successions Readiness survey on our website.
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Summary: Marketing events should not be confused with parties. If you are trying to grow profitably, a big event can be a terrific strategy or a money pit that takes a lot of time and funds away from other profitable endeavors.Here are five ideas for successful (and fun) event marketing.
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Summary: A core characteristic of successful financial advisors is their never-ending commitment to their clients. Clients are the lifeblood of a thriving practice, so it’s only natural for us to devote most of our time to helping them achieve their financial goals. Yet this single-minded focus can be an Achilles heel that keeps us from another crucial activity: personal branding.
