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Summary: More than half of financial advisors surveyed by the FPA for its latest study, "2014 Drivers of Business Growth," didn't give their business development process a passing grade, and only 9% described their process as very effective.
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Summary: Emphasizing ways female financial planners can grow their practices and better help each other and their clients, more than 150 attendees on Thursday crowded SourceMedia's Women Advisors Forum to learn and to network.
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Summary: We do a lot of research here at InvestmentNews around practice management, from taking the pulse of advisory firms' financial performance to benchmarking the compensation and staffing of the elite firms in the industry. But after analyzing a firm's financial health and the single biggest factor on their bottom line — staffing — what practice-oriented feature affects advisory firm performance most?
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Summary: For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions. The following tips will help you evaluate your current system and give you some ideas about how to improve the experience for you and your employees.
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Summary: In the latest twist on robo-advice, Insight Advisors in Los Angeles aims to apply automated separate account management to the alternative investments business.
