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Summary: According to a new research report from Practical Perspectives, the traditional wholesaler/advisor model that has been highly successful in mining and developing other distribution channels such as wirehouse or independent broker-dealers has shown to be less useful with registered investment advisors (RIAs).
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Summary: As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management.
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Summary: Mark Tibergien writes this month that financial services professionals “lack a venue to showcase what we do and to generate enthusiasm for our world.” Out of modesty, Tibergien didn’t mention that a program he began at his own Michigan high school nearly 10 years ago has created just such a venue that may be part of the solution.
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Summary: By now, most financial advisors are aware of the benefits of social media to keep them in front of clients and prospects, but simply signing up on Facebook or Twitter is not enough. When it comes to truly leveraging social media to strengthen relationships and increase referrals, there are tangible tactics that advisors can put into place.
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Summary: As children, we were taught to always tell the truth. Today, we’re expected to adhere to this guiding principle in our daily lives and in business. But what about when it comes to marketing?
