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Finding the perfect client fit

Added on June 2016 in Manage Your Practice
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Summary: When you work with a smorgasbord of client types — with different financial situations and goals — you need multiple service models. Different clients may receive different and better (or worse) service than others. Juggling the many disparate needs of these clients can quickly leave you feeling stressed, overworked and burned out.

Voices You already have all the tools to beat robos. Get started.

Added on June 2016 in Manage Your Practice
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Sumnmary: When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids have grown up in the digital age!”

Why Robo-Advisors Will Have Issues Maintaining the Trust of Their User Base

Added on June 2016 in Manage Your Practice
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Summary: Robo-only advisors have recently been very successful at raising new capital and focusing their resources on winning over millennials. Therefore, we find it timely to discuss the client’s historical need of a financial adviser

When Your Broker-Dealer Faces Crisis: Top Four Steps for Independent Advisors

Added on June 2016 in Manage Your Practice
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Summary: Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker-dealers

Financial advisers push boundaries of social media

Added on June 2016 in Manage Your Practice
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Summary: RIA firms like Beacon, as well as larger wirehouses such as Wells Fargo and Morgan Stanley, are seeking to harness the power of social media more than ever before while treading carefully to keep within regulatory requirements. It's a way for advisers to stay on top of any professional and personal developments in their clients' lives that may require special financial attention.

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