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Confidence: How you can give it to young financial advisers and watch them run with it

Added on March 2017 in Thought Leadership
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Summary: Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success, which depends on knowing who our next generation of leaders will be and what ideas are emerging from them.

Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: Study

Added on March 2017 in Thought Leadership
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Summary: It’s been well-documented that women earn less than men for the same or equivalent job and are less likely to be promoted than their male counterparts. Now a study released by the National Bureau of Economic Research has unearthed what they call a “new type of discrimination” in the financial services industry: discrimination in job termination.

 

What not to do when speaking to the media

Added on March 2017 in Thought Leadership
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Summary: Media exposure can help your practice in a number of ways — it can improve credibility, provide free exposure and give you a solid voice in the profession. I’m very fortunate to have created a decent media presence over the years, through consistent and thoughtful work.

 

Helping women get ahead in financial services

Added on March 2017 in Thought Leadership
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Summary: While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community. As part of that crucial role, we realize we have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead.

Doing a better job articulating adviser value

Added on March 2017 in Thought Leadership
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Summary: As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition

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