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Summary: Want to cut your firm's costs? Creating more effective back-office operations can help yield significant savings, according to a study by Laserfiche -- an enterprise document management company that, conveniently, promises to help RIAs do just that.
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Summary: To advance your business to a higher level of success, there is one step you must take: Create strategic alliances with other professionals who serve the affluent. There's simply no better strategy; these referral alliances can help you make huge strides in terms of revenues, profits, business valuation and even overall enjoyment of your career.
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Summary: Diversity. It’s key to U.S. demographics — and your practice. But what does that really look like when it comes to your marketing and business development? Reaching out to small-business owners of different backgrounds and paying attention to special occasions could be a great way to broaden your client base.
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Summary: As a leader, consultant, coach, and, most importantly, advisor, I dedicate a considerable portion of my time to envisioning, anticipating and planning for the future, especially at the beginning of the year. Yes, measuring success is about increasing revenue, gaining new assets, and achieving a work/life balance. But, it’s also about taking your past experiences and moving forward in a smarter way. Here are eight trends I saw among successful firms last year that advisors looking to grow should implement in 2014
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Summary: There’s no question that small-business owners benefit from sound wealth planning. But as advisors who serve entrepreneurs know, it’s a two-way street. Clients who launch and run companies frequently impart managerial wisdom that can improve a financial-advice practice. These clients often provide instruction without even meaning to, advisors say, serving either as role models or cautionary tales and offering lessons both practical and philosophical.
