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Please don't make me download your conference app

From InvestmentNews
Added on April 2023 in Manage Your Practice
0 visitor like this article | Viewed 695 times | 0 comment

Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.

Sell The Firm, Not Just Yourself

From FA Magazine
Added on March 2023 in Manage Your Practice
0 visitor like this article | Viewed 722 times | 0 comment

Summary: Are you an extrovert? The answer is probably yes because according to CareerExplorer.comfinancial advisors score highly on extroversion. Successful advisors believe in themselves. Many years ago, when managed money and asset-based pricing was making its debut, I asked an advisor how they answer a prospect’s question: “What do I get for my 1%?” The advisor looked at me and replied: “You get me.” For an established relationship, this makes sense because the client has firsthand experience of what the client does for them. When it’s a new relationship, it might take more convincing to get the prospect to say yes.

Emerging RIA Trends That Can't Be Ignored

From ThinkAdvisor
Added on January 2023 in Manage Your Practice
0 visitor like this article | Viewed 811 times | 0 comment

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.

5 Trends Shaping Wealth Management in 2023 and Beyond

From ThinkAdvisor
Added on January 2023 in Manage Your Practice
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SummaryEach 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.

 

Invite Your Team to Design and Implement Your RIA's Business Landscape

From Wealth Management
Added on January 2023 in Manage Your Practice
0 visitor like this article | Viewed 787 times | 0 comment

Summary: Business owners often carry the responsibility for managing all aspects of their RIA firms— strategy, services, positioning, business development and the list goes on. This approach leaves leaders burned out and team members buried in tactical execution with their heads down and hearts despondent.

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