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Summary: While many firms use job descriptions only when they have an open position they need to fill, we believe the job description is the most important tool in not only attracting new talent but also retaining and managing your current talent.
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Summary: Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
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Summary: With more than half of all advisors in teams, consensus among opinion-makers in the wealth advice industry holds that independent sole practitioners – generalists by necessity – are a dying breed as more specialized FAs at ever-bigger firms come into their own.
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Summary: Most advisors are aware of the technology that requires the most attention in their firms: software, product vendors, processes and best practices. Given this understandable order of things, it often happens that the hardware your firm uses becomes somewhat of an afterthought.
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Summary: Having a family member in the business is not a guarantee of a robust succession plan. And it is definitely not a guarantee to preserving business value.
