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Manage Your Advisors

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  • "Assess Your Match" with The Partnership Resource Partnership

    "Assess Your Match" with The Partnership Resource Partnership

    The most satisfied and successful business partners are those who have identified the strengths and challenges of their partnership – knowing what he or she brings to the partnership and appreciating what the other partners bring to create a well-aligned partnership team that is better and stronger than the sum of its parts.
    Price: $500.00

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  • "Assess Yourself" with The Partnership Resource

    "Assess Yourself" with The Partnership Resource

    Self-awareness is a powerful tool. Our assessment clarifies: • How and why you make decisions • The best way to communicate with others • Which values motivate you in your business and life
    Price: $500.00

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  • Hire Train and Leave: A White Paper by New Planner Recruiting

    Hire Train and Leave: A White Paper by New Planner Recruiting

    It is costly for a firm owner to hire a new planner, train that new planner, and then eventually have that new planner leave to join a competitor or become a competitor themselves. This study examines the issues surrounding the Hire, Train and Leave (HTL) phenomenon to determine if it really is a risk for firm owners.
    Price: $0.00

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  • Hiring & Retaining Top Talent for Growth

    Hiring & Retaining Top Talent for Growth

    Unlock your advisory firm's potential with the right people in the right roles.Gain insights on how to manage human capital from this free white paper by Cruz Consulting and Franklin Square.
    Price: $0.00

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  • Ten Best Practices in Investment Advisory Partnerships

    Ten Best Practices in Investment Advisory Partnerships

    In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
    Price: $0.00

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