Thought Leadership

Michael Kitces' #FASuccess Podcast: Getting Comfortable With Sales With Beverly Flaxington

Added on November 2019 in Thought Leadership

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Summary:[podcast] Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect. ​

Financial wellness? Better off getting back to basics

Added on November 2019 in Thought Leadership

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The Fundamental Rule of Content Marketing That Most Advisors Overlook

Added on October 2019 in Thought Leadership

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Voices When another advisor gives terrible advice to a client

Added on October 2019 in Thought Leadership

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Summary: The gray-haired gentleman was about the same age as my dad. Sitting across from me, he seemed nervous and maybe a little embarrassed. 

The RIA Profession Has an Image Problem

Added on October 2019 in Thought Leadership

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Summary: The registered investment advisor career has an image problem. College graduates and career-changers should be eager to join a strong and growing profession with great job prospects, yet misperceptions about who advisors are and what they do are hindering the profession’s access to new talent.