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Strategic Planning for 2023: Think 'What' Not 'Why'

Added on October 2022 in Manage Your Practice
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Summary: The calendar has officially rolled into the fourth quarter of 2022, which means many RIAs will be conducting strategic planning sessions in the coming weeks and months as they look forward to 2023. 

What do 'Field of Dreams' and Your Website Have in Common? As it Turns out, Not Much!

Added on October 2022 in Thought Leadership
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SummaryWhen launching a new website, too often RIAs take a Field of Dreams’ ‘If you build it people will come’ approach, meaning just by building it, somehow people will magically find your website. For those not familiar with the movie, here’s the clip.

This is not a good strategy.In fact, directing quality visitors to a website takes planning, commitment and effort. Since the majority of your website content may not change that much once you launch it, what are you doing to bring people back? One of the best ways to ensure consistent and ongoing traffic is by creating and sharing relevant and authentic content.  

How RIA Culture Is Shifting, in 7 Charts

Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.

Financial advisers debate the best way to charge clients

Added on September 2022 in Form an RIA
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Summary: While asset-based advisory fees continue to push commissions into the background, a new generation of financial planners has joined some veteran industry analysts in critiquing the assets-under-management model and advocating for alternatives.

Cyber Insurance Rates Spiking, Forcing FAs to Make Tough Risk Assessments

Added on September 2022 in Manage Your Practice
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Summary: Advisors are facing a far greater risk of a data breach than they were even six months ago, but the safety net — cyber insurance — has become much more costly

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