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Summary: The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance.
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Summary: Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments, and it's likely only a matter of time before many of the largest digital advice platforms include an SRI component as well.
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Summary: Many financial advisors excel in financial planning. However, their practices suffer because they don’t know how to operate a business. In fact, many advisors don’t even have the basic foundation for a successful practice: an annual operating plan.
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Summary: As CMO of a branding firm, I am frequently asked to create a business case for brand investment. While many marketers intuitively recognize the benefits of investing in brand, it can be challenging to draw a direct line between the power of brand and its impact on business.
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Summary: Since 2002, Gregory FCA has worked with close to 250 RIA firms on various marketing and PR initiatives. In every instance, the long-term objective was to accelerate the firm’s efforts to grow revenue.
