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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.
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Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture
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Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
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Summary: As DeCenso explains in the Q&A dialogue presented below, the prospects for growth remain highly compelling. Simply put, as the financial lives of Americans at all wealth levels grow increasingly complex, the services of skilled advisors are in higher and higher demand.
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Summary: Each year, industry players sit down and read the tea leaves to spot the subtle yet dramatic changes happening in the independent wealth space and to identify the key underlying themes that will shape the industry going forward.
