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Summary: From more than 300 financial advisory firms, a dozen were chosen to receive Best Practices awards from InvestmentNews for being among the fastest-growing, most productive and profitable businesses in the industry.
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Summary: Advisory firms all approach their businesses a little differently, but some strategies can help each one boost productivity and profitability, according to Mark Tibergien, chief executive, Pershing Advisor Solutions. He was speaking at the InvestmentNews Best Practices Workshop in Chicago on Tuesday.
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Summary: Content” marketing — creating media aimed at helping you acquire and retain customers — is an effective way to tell your story and differentiate your practice from others, says Bill McGuire, writing in ByAllAccounts’ blog.
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Summary: For female financial advisers, it seems that one of the biggest hurdles to running a successful and fulfilling business is knowing when to offload some work to other parties. A panel of female financial advisers met at InvestmentNews' Women Adviser Summit in New York on Tuesday morning to discuss the business and emotional benefits of outsourcing organizational duties to a trusted third party.
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Summary: Most independent advisers spend almost half of their working hours on non-client-facing projects, such as office administration and management, investment research and asset management, and professional development. In other words, advisers dedicate barely half of their time to serving clients!
