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The Perils of Trying to Be Superman

Added on December 2018 in Manage Your Practice
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Summary: Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t get any easier as you’re continuing to grow it. You are responsible for everything, the decisions, the revenue, and, of course, the expenses. Basically, it’s all on your shoulders and failure is not an option. 

Tech Survey: How advisors restock toolkits amid fintech's 'Wild West'

Added on December 2018 in Manage Your Practice
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Summary: Several surprises emerged when we asked a controlled audience of hundreds of independent RIAs, planners affiliated with broker-dealers and other advisors to tell us which technologies they prefer, what will markedly alter the wealth management industry, what products they are buying and avoiding — and why.

Drive growth today and be positioned to thrive in future markets

Added on December 2018 in Manage Your Practice
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Summary: Recent market volatility may have just done you a favor. It's a potent reminder that the bull market is long in the tooth. Hopefully, all of this volatility has you asking yourself: Is your business prepared not only to weather a prolonged market slowdown, but to thrive in it?

"Text Me," Embracing A Most Popular Form Of Communication

Added on November 2018 in Manage Your Practice
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Summary: Despite its ubiquity in everyday life, texting is closely regulated for financial advisors—to the point that texting clients and prospects can feel almost too risky to be practical. Consider this statistic: Americans make five times as many texts as phone calls. Texting is immediate, it's convenient, and in the event you need to refer back to what was said, it's all right there. So why won’t your broker-dealer allow you to send a text when you need to get in touch with a client, and what can you do about it?

7 top adviser concerns in 2019

Added on November 2018 in Manage Your Practice
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Summary: With 2018 coming to an end, here are some of the top business concerns that are keeping advisers at Best Practices Award-winning firms up at night. Check out their 2019 priorities to see if your firm should be thinking about these challenges for the new year.

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