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Summary: As we all know, managing an advisory firm is complicated. Working in a faster environment is creating a culture of the two-minute rule – quick is more important than correct. Our industry is not well served operating in a quick-fix manner.
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Summary: "Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.
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Summary: As Americans’ definition of wealth evolves from a lofty, unattainable number to something more attainable, so does the industry need to evolve.
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Summary: You can quite easily see that others have endorsed their work and that they have the content to prove their status. If you have the knowledge but are unknown, have no endorsements or content to support your claims, you are not an expert. Some might claim to be an expert on their website, but sceptics see one-sided, what they call, ‘self-serving’ messages that lack credibility and are therefore not effective.
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Summary: [SlideShow] Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark, and Nick Craig, owner of Advisor Fuel, recommend avoiding these turn offs.
