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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.

#FASuccess Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills With Julie Murphy

Added on September 2018 in Manage Your Practice
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Summary: [Podcast] This week’s guest is Julie Murphy. Julie is the founder and chief visionary officer of JMC Wealth Management, a dual-registered advisory firm in Chicago with a team of 7 that serves more than 200 active clients with $200 million of AUM, on top of generating nearly $300,000 a year in recurring financial planning fees.

Why advisers should market philanthropic giving to entrepreneurs

Added on September 2018 in Manage Your Practice
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Summary: Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to invest their time, money and talent in charitable causes.

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