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4 Ways Interns Can, and Do, Help Advisors

Added on June 2019 in Plan for the Future
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Summary: It’s summer. Your number one client has a child who will graduate from college in a year, and they need to start building work experience. Your client asks you to do them a favor and take him on as an intern.

An inside job: Advisers are picking, grooming successors from within

Added on June 2019 in Plan for the Future
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Summary: Bert Herzog III doesn't have plans to step aside anytime soon from Executive Wealth Management, the Brighton, Mich.-based advisory firm he founded in 1981. But the 61-year-old already has a plan in place to ensure that his $900-million investment advisory firm that manages money for 3,000 households will continue for decades after he leaves.

Voices How much should you worry about employee engagement?

Added on May 2019 in Plan for the Future
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Summary: According to Gallup’s State of Employee Engagement 2018 study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity and greater profitability. For advisory firms whose business model is built on client retention, your team is what drives your value proposition. Since the average headcount of most firms is six employees, this means that even if one employee is not fully engaged or decides to quit, a huge burden will be placed on other members of the team.

Learn From Your Younger Team Members

Added on May 2019 in Plan for the Future
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Summary: In ancient cultures, relying on oral traditions was often the only way to transmit values, beliefs and history to the next generation. In this construct, the elders acted as mentors to the younger people.

Mobile app upgrades try to catch up to client demand

Added on May 2019 in Plan for the Future
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Summary: The face of wealth management is changing, as a number of new firms look to keep up with consumer demand for convenient and functional client portals. In fact, eight in 10 advisors use the technology for communication and three in 10 believe it has the ability to disrupt the industry, according to the 2019 Financial Planning tech survey.

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