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Summary: If you want to forge a relationship with clients under the age of 48, the highly coveted Generation X and Gen Y clients, that means knowing how to talk to them. It’s more than knowing their Twitter habits. It means understanding patterns of affluent societies throughout history and how the children of those societies see themselves.That was the message delivered by Cam Marston, president of Generational Insights and a demographics researcher, speaking at Fidelity’s Inside Track NYC conference for advisors on October 30 in Midtown Manhattan.
Added on December 2013 in Join an RIA
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Summary: It is important to examine the key issues, pros and cons to consider before considering a transition to an RIA. And although we often say decisions in life are “not about the money,” they generally are, so let's have a look. A look at compensation structures show that equity is as a good as a “check”.
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Summary: Management fads come and go, but some things just don’t change. The fundamental values of good leadership and management determine just how effective you really are as a boss. Great bosses consistently inspire employees to perform well and remain loyal. Needless to say, those qualities play a major role in the long-term success of your business. Therefore, make sure you're doing the following seven things every day:
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Summary: What will happen in the financial services industry in 2014 in the world of compliance? What trends will predominate as financial advisors seek to meet regulatory requirements, and which issues will come to the fore? Furthermore, what issues that have been key compliance mandates in the past will continue to dominate the discussion?
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Summary: With financial planning software now attracting the over-50 set, United Capital’s Stephanie Bogan says the best defense is establishing value in a consumer-friendly way.
