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Becoming a Great Negotiator, Step 4: Integrity

Added on October 2017 in Thought Leadership
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Summary: Always be in integrity. That phrasing is important, because we often think of integrity as something we can possess or a manifest personality trait. That causes us to take it for granted as something that we can call upon at our convenience. But, integrity isn’t a tool to be used for leverage, and it’s not something attainable—it’s a fundamental way of being.

E*Trade gains a foothold in the RIA space, but it is going up against bigger competitors

Added on October 2017 in Thought Leadership
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Summary: E*Trade Financial Corp.'s acquisition of Trust Company of America is seen as a solid endorsement of the strength and profitability of the financial advisory business.

Best of Class

Added on October 2017 in Thought Leadership
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Summary: Erika Fix did not aspire to be a teacher. In fact, she could not envision a career speaking in front of others. Then one day she ran into a former high school friend who shared his horrible experience as a student. Erika also recalled the hostile learning environment for both staff and students at their school. That chance conversation with an old friend crystallized into a mission for Erika, a mission founded on the importance of giving kids a safe place to learn. Teaching became her life's work.

Best Practices to Hire, Train, and Develop Employees

Added on August 2017 in Thought Leadership
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Summary: [VIDEO] Is there a right way to hire people? Just like there's no one perfect way to manage a team, there's no one perfect way to hire and train employees. However, there are best practices for doing so.

Is your firm one of the Best Places to Work?

Added on July 2017 in Thought Leadership
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Summary: Advisory firms affiliated with independent broker-dealers, as well as registered investment advisory firms, will now have the chance to nominate themselves for national recognition for their efforts to attract and retain great talent. Through this initiative, we'll highlight firms that have successfully engaged their employees through new and innovative workplace practices.

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