From SEI
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Summary: I’d like to catch-up where we last left off in our millennial advisor blog series, when we covered the topic of recruitment and effective ways for attracting young talent to become financial advisors. Once you’ve attracted them how can you keep them? This week, I’ll share what our research points to as good ways to develop and retain young, new recruits.
From Financial Planning
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Summary: Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well?
From Nerd's Eye View
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Summary: [Podcast] My guest on today’s podcast is Marty Kurtz. Marty is the founder of The Planning Center, an independent RIA based in Moline, Illinois, that – as the name implies, quite deliberately – provides comprehensive financial planning for clients, along with investment management for more than $700 million of client portfolios.
From Belay Advisors
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Summary: Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems.The bedrock of success for elite advisors comes from being committed and following systems.
From Financial Planning
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Summary: Everyone knows that social-media and digital tools can play a key role in marketing for advisors, but how else can advisors leverage technology?
