From ThinkAdvisor
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Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
From Advisor Perspectives
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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
From Advisorpedia
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Summary: When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect.
From Wealth Management
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Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task.
From FA Magazine
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Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.
