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Please don't make me download your conference app

Added on April 2023 in Manage Your Practice
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Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.

Sell The Firm, Not Just Yourself

Added on March 2023 in Manage Your Practice
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Summary: Are you an extrovert? The answer is probably yes because according to CareerExplorer.comfinancial advisors score highly on extroversion. Successful advisors believe in themselves. Many years ago, when managed money and asset-based pricing was making its debut, I asked an advisor how they answer a prospect’s question: “What do I get for my 1%?” The advisor looked at me and replied: “You get me.” For an established relationship, this makes sense because the client has firsthand experience of what the client does for them. When it’s a new relationship, it might take more convincing to get the prospect to say yes.

10 cities with the highest concentrations of financial advisors in 2023

Added on March 2023 in Form an RIA
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Summary: You might assume that financial advisors are spread evenly among U.S. cities, but you’d be wrong. A recent report from SmartAsset shows some cities are what the report describes as “financial advisor hot spots,” with far higher ratios of personal financial advisors to adult inhabitants than others.

'No Better Time Than Challenging Times' for RIAs: Focus Financial's Rudy Adolf

Added on February 2023 in Thought Leadership
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Summary: RIAs thrive in challenging times, and that should continue to be the case in 2023, according to Rudy Adolf, CEO of RIA aggregator Focus Financial Partners.

Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal

Added on February 2023 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.

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