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Summary: In the latest twist on robo-advice, Insight Advisors in Los Angeles aims to apply automated separate account management to the alternative investments business.
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Summary: Donna Skeels Cygan is a most unusual financial advisor. She teaches clients how to invest in…joy, in addition to stocks and bonds. She gets lots of lucrative referrals from attorneys and CPAs, and turns them all down.
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Summary: When responding to direct mail, sometimes investors are just curious. It is really important to determine first who is just looking, wants some “free” information or hopes to get a lead or two before buying anything. Qualifying is a skill that few salespeople learn well. Every contact is not a lead, and every lead is not a qualified prospect. Here are some tips for qualifying upfront, which would help avoid the problem you raised in your question to me
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Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
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Summary: Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own. In every business, transformative events imprint on employees, clients and vendors. The way you handle business decisions and how you treat each of these parties impacts your firm's culture—and casts you as either a mercenary or a missionary.
