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Summary: Niche practices are coming to the financial advising industry. A few of them are already here and taking off. Whether specializing in financial transitions, financial gerontology or Generation X or Y, more and more advisors are targeting their practices to certain demographic groups or specific service circumstances or philosophies.
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Summary: All investors are looking for the ‘Perfect Advisor,’ but for some reason, many never find them. It’s no wonder, if even some of what I’ve heard investors want in their ‘perfect advisor’ is true! Allow me to elaborate.
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Summary: If you take a look at your book today, are you on track? When I ask that question to many advisors, the first response is usually “On track for what?” What I am asking is: Do you have goals and are you tracking and measuring against those goals? Unfortunately, most track their book by AUM or gross revenue (sometimes GDC).
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Summary: Newly minted financial planning assistant Airionne Givens didn't have a lot of money when she was growing up in St. Louis. And she saw plenty of other African-American families who struggled with college costs, retirement saving and other financial challenges. Until Givens went to college, she had never heard of, or knew about, financial planning. But once she did, she was hooked. "I wanted to help people who were in the same predicament as the people I knew, and I saw that this was a way I could do that," Givens says.
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Summary: The growth of your firm relies on your strategic plan, your organizational structure and your human capital practices. Build your business strategy first, to get a clear understanding of what you want to deliver to clients. But then clarify your organizational structure to make sure you have the right people doing the right things.
