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Adviser's Consultant: Boosting female advisers inside and outside the firm

Added on April 2017 in Manage Your Practice
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Summary: Debra Kriebel is the only woman among nine partners at Pinnacle Advisory Group Inc., but she's working to increase that number, as well as increasing the number of female advisers across the advice industry.

Check out these tools for adviser marketing

Added on April 2017 in Manage Your Practice
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Summary: New products are being launched, smart integrations are available through increasingly opened application program interfaces and adviser feedback is inspiring more efficient features.

Don't let social media become a conundrum

Added on April 2017 in Manage Your Practice
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Summary: On the one hand, it can feel like received wisdom at this point that firms without a strong social presence are falling behind. But in the universe of Facebook, LinkedIn Twitter and others, it can be unclear how to form a social strategy and to what end.

Advisers split on whether cutting fees for clients is good business

Added on April 2017 in Manage Your Practice
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Summary: The increased price transparency of the financial services industry in recent years is leading more clients to ask their financial advisers for a break on fees.

Is Your Technology Working Against You?

Added on April 2017 in Manage Your Practice
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Summary: Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in was doing the opposite.

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