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Tips for Getting Referrals and Finding New Clients, From Top Advisors

Added on October 2018 in Manage Your Practice
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Summary: The crowd at Raymond James 2018 Women’s Symposium in Tampa, Florida, got plenty of advice and business-growth ideas from four top female financial advisors on Friday.

Ten Best Mobile Apps for Advisors

Added on October 2018 in Manage Your Practice
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Summary: Financial professionals, like their clients, are increasingly mobile and less tethered to a desktop workstation. The best tools are, likewise, mobile and as close as your smartphone or tablet. Here are 10 mobile apps, all of them recommended by working advisors, that will keep you plugged into the cloud as you serve your clients securely from wherever in the world you happen to be. 

Advisors should track their own performance. But how?

Added on September 2018 in Manage Your Practice
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Summary: But how best should independent advisors measure their own performance? AUM? Firm revenue or profit? Firm revenue or profit growth? Or something less tangible, like, “Am I making enough money and what is my level of happiness?”

3 Rules to Move From Entrepreneur to Professional RIA

Added on September 2018 in Manage Your Practice
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Summary: During the Pershing RIA Symposium last week, several RIA firm leaders discussed their treks from starting firms to growing and running them. 

What advisers get wrong about investors

Added on September 2018 in Manage Your Practice
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Summary: Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according to a new report published by Morningstar Inc.

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