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'Devil's in the details': How advisors pick a custodian

From Financial Planning
Added on September 2020 in Manage Your Practice
0 visitor like this article | Viewed 1377 times | 0 comment

Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.

 

The Do's and Don'ts of Socializing With Clients This Summer

From ThinkAdvisor
Added on July 2020 in Manage Your Practice
0 visitor like this article | Viewed 1568 times | 0 comment

Summary: The big question is: Can I socialize with anyone during the summer?

Life in some places is getting gradually closer to normal. Maybe it won’t be exactly the same, but humans are social. We like to see people, meet and greet our friends.

The practice of the future

From InvestmentNews
Added on July 2020 in Manage Your Practice
0 visitor like this article | Viewed 1669 times | 0 comment

Summary: What a difference a few months can make! In March, we seemed deep in bear territory, and COVID-19 appeared to be sweeping across the country unchecked. As I write this in June, the market has come back strong, and, while we are keeping an eye on localized outbreaks, states are cautiously reopening businesses, restaurants, stores, and services.

A Primer on Email-Marketing Automation

From Advisor Perspectives
Added on July 2020 in Manage Your Practice
0 visitor like this article | Viewed 1523 times | 0 comment

Summary: Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email-marketing strategies can become more personalized and effective.

12 Lessons It Pays for Advisors to Remember

From ThinkAdvisor
Added on June 2020 in Manage Your Practice
0 visitor like this article | Viewed 1443 times | 0 comment

Summary: Every so often, there’s a temptation to feel the business has changed. The old rules don’t apply. Around the time of the dot-com bubble, people thought: “It’s a new economy. Earnings don’t matter anymore.” Then came the dot-com crash. We learned the old rules still apply.

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