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Are You Offering Financial Planning "Lite"?

Added on June 2016 in Manage Your Practice
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Summary: The Department of Labor’s fiduciary rule, released in April, highlights what our affluent research has been telling us for the past decade: The affluent want a professional to oversee the multi-dimensional aspects of their family’s financial affairs and have their best interests in mind.

Advisory firms using creative job titles to attract clients, staff

Added on June 2016 in Manage Your Practice
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Summary: Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position.

Watch your tongue: Terms that help—and hurt—the planning profession

Added on June 2016 in Manage Your Practice
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Summary: The words we use to describe ourselves can give us a wind at our backs, or they can generate a wind in our faces. This especially applies to the financial planning sector, in part because the profession has yet to define itself in the public mind with crystal clarity.

Traditional FAs Miss Out by Ignoring Less Wealthy

Added on June 2016 in Manage Your Practice
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Summary: American consumers are increasingly using financial advisors but many traditional wealth management businesses leave out the less affluent at their own peril, according to a recent report.

What Owner-Advisors Need to Know About Consultants

Added on June 2016 in Manage Your Practice
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Summary: Like most advisory firm owners and business consultants today, when I started my consulting business 15 years ago I thought business consulting was an ongoing process: with the consultant serving as an “off the books” member of the executive team, working to grow a successful advisory business. I even described my services as a “virtual CEO or COO,” or some fancy name that I care not to remember.

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