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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
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Summary: The SEC’s Office of Compliance Inspections and Examinations issued a risk alert about recent ransomware attacks and offered some best practices for smaller firms for dealing with ransomware incidents. We recommend reviewing the agency's recent alert, as well as its 2014 guidance,
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Summary: The ‘rule of three’ is a writing principle that suggests that groups of three are very effective. I believe this is especially true when it comes to RIA marketing. From my experience, those RIAs that are most successful share three basic characteristics:
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Summary: “It’s refreshing to hear your research - empirical data that shows the impact of ‘trust’ on the advisor-client relationship. But it seems that we’re at a disadvantage as advisors because everyone, especially the affluent are so distrusting.” Perry explained with a concerned demeanor, and then asked, “What’s your advice on building trust?”
