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Summary: Based on my past life as a financial advisor and my current role in which financial advisors are my clients, I have seen a lot of best practices by advisors — and witnessed their biggest mistakes. Here are five things that advisors do wrong, so you can get them right.
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Summary: All advisors want loyal employees -- committed, respectful, and engaged workers who see projects through to the very end.How do you get them? The fact is, loyalty must be earned. So the question for you is: What have you done lately to demonstrate your appreciation and respect for your staff? Following through on these three strategies can go a long way toward helping you earn your employees' loyalty.
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Summary: Your business plan is your formal statement of your business goals, the reasons why you believe they are attainable, and your plan for reaching those goals. This 6-step guide will help you develop and get into writing a formal business plan, including your vision, mission, values, beliefs, goals, strategies and your tactics to meet those goals.
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Summary: The one part of your daily routine that is essential to having a productive workday? Good calendar management. I’m not referring to time management. By calendar management I mean having the next day fully mapped out, so the night before I can review the coming day and make sure I’m fully prepared for it: have I pre-read received materials, researched issues so I’m conversational, prepped for meetings I’ll be in, familiar with everyone I’ll be interacting with and resolved on the outcomes I’ll want obtained.
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Summary: Pay for financial advisors may start out slow, but it picks up steam, to make it — at the height of one’s career — among the most lucrative jobs in the financial-service industry, says InvestmentNews.
