Added on September 2024 in Form an RIA
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Summary: Today, many American business owners have concerns about the state of the American economy according to a new survey from the Nationwide Retirement Institute, which sheds light on what’s keeping them up at night — and opportunities for financial professionals to step in with specialized solutions to address some of their biggest challenges.
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Summary: Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.
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Summary: Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
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Summary: Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
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Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
