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Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
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Summary: In 1968, The Ohio State Buckeyes football team started one of the most cherished traditions in American sports. According to team legend, a member of the coaching staff proposed an idea to motivate the players. After each game, the coaches would reward the best players with small stickers resembling buckeye leaves to place on their helmets.
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Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.
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Summary: Growing an advisory firm today requires more than just attracting more clients and managing more of their assets. Without a talented second string of junior advisors to take over for departing leaders, a firm’s current clients could find they are suddenly DIY investors, without the education, experience or inclination to take on managing their wealth.
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Summary: You're successful, competitive and resourceful. Most of all, you're someone who does not like someone else telling them what to do. These qualities are all harbingers of success as a financial advisor, but they don't exempt you from being able to benefit from expert advice. Even Rory McIlroy has a swing coach, right?
