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Summary: “Your talk made me uncomfortable,” confessed Terry, with a pained expression on his face, “I know what I need to do – I need to develop better relationships with the CPAs I’ve been targeting, but they’re swamped in the weeks leading up to April 15th
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Summary: While some advisers may dismiss Mr. Robbins as “out of his element” when it comes to financial services, it's clear he's getting a crash course in our business from some of the world's sharpest thinkers.
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Summary: Advisors tend to be numbers-driven and analytical in nature, so why don't more use Google Analytics to understand their website metrics?Our best guess is that it's jargon-rich, confusing and overwhelming. In an effort to provide users with all the data they’ll ever need, the analytics platform can make it difficult to find anything meaningful.
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Summary: Brian Power, a principal at a registered investment advisory firm in New Jersey, recently spent a full day in New York City meeting with clients. Armed with little more than his laptop, he reviewed accounts with clients and showed them performance reports and research, all without using a single piece of paper.
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Summary: Just how important is culture to an advisory firm's success? It's everything—that's right, everything. Yet it is often overlooked and rarely given its due. That could be about to change.
