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Summary: For the first of a series of special reports on the Crossroads the financial advice business is facing, we posed one question to top industry leaders: What turning point do you see the overall financial advice industry facing at the current moment? Here is what they said.
Added on April 2014 in Join an RIA
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Summary: Steven Harp has run six marathons and is training for a punishing 140 mile swim-bike-run Ironman, but he says the most challenging thing he's done recently is try to get Certified Financial Planner accreditation. The 32-year old adviser with Northwestern Mutual sat for the CFP exam March 22, along with about 1,570 others. All hope that adding the initials CFP to their business cards will indicate expertise, credibility, and help build their businesses.
Added on April 2014 in Form an RIA
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Summary: The dust from the regulatory shakeout after the financial crisis is still settling, but today, firms that sell products and services to advisers need more than ever to demonstrate value by helping them navigate their evolution to fee-based services.
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Summary: All advisors want loyal employees -- committed, respectful, and engaged workers who see projects through to the very end.How do you get them? The fact is, loyalty must be earned. So the question for you is: What have you done lately to demonstrate your appreciation and respect for your staff? Following through on these three strategies can go a long way toward helping you earn your employees' loyalty.
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Summary: Commit the time, energy and resources to make your junior advisor succeed. Do this and you’ve gained freedom to grow, to become a master rainmaker, and you’ve also created a succession plan for yourself.
