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The client segment expected to grow the fastest by 2021

From OnWallStreet
Added on June 2017 in Thought Leadership
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Summary: [SLIDESHOW] Private wealth grew by 4.5% in the U.S. in 2016, up from 2.0% in 2015, according to a new study by the Boston Consulting Group. That's good news for advisers looking to cater to well-heeled clients. Better yet, the study also indicates that that wealth is expected to grow even faster over the next few years.

Managing the Two-Minute Workplace Culture

From Sue Glover and Associates
Added on June 2017 in Thought Leadership
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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. 

How millennial advisers can foster the entrepreneur within

From InvestmentNews
Added on June 2017 in Thought Leadership
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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.    

Industry Needs to 'Modernize' to Accept Smaller Investors: Schwab

From Think Advisor
Added on June 2017 in Thought Leadership
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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.

Expert or Knowledgeable? Which One Are You?

From IRIS
Added on June 2017 in Thought Leadership
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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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