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Summary: The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. However, with the range of industry conferences, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective.
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Summary: If you are a small RIA, you are in good company. The vast majority of RIA firms are "small," managing fewer than $150 million in assets, according to Cerulli Associates' 2013 Advisor Metrics.Yet smaller firms hold just 10% of the assets in the RIA channel -- which can make them feel like a minority when going up against the asset growth of the large wealth managers.
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Summary: You're an adviser, not a writer, right? Then why is it we seem to do so much writing these days? Whether it's writing a blog or an article, or preparing a presentation, we find ourselves having to communicate through the written word. Some advisers love it and others loathe it, but most advisers share one thing in common: They find it hard to write about themselves.
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Summary: There are countless opportunities to use a brief story to connect with a prospect, too many to cover in this format. However, let me share with you some of the most common stock business questions financial advisors tend to get and would do well to have a personal situational story as a response.
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Summary: Financial advisors at independent RIA practices who integrate at least some degree of technology earn approximately 20 percent more in annual income than those who do not. Such an eye opening stat, from a 2013 whitepaper by Envestnet and Aite Group called, “RIA Productivity and Profitability: Integration Pays,” is just one of many cited in the report regarding the positive role of technology in the independent space.
