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#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.

How to Fight the Cyber War

Added on September 2018 in Manage Your Practice
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Summary: The massive Equifax breach announced to the public in September 2017 only serves to fuel the daily angst I feel as the chief compliance officer/chief investment officer for our $200-plus million RIA. If Equifax, with its tremendous resources, can be compromised, what fate awaits us in an environment of unrelenting cyber warfare?

Don't Let the Office Downer Ruin Your Project

Added on September 2018 in Manage Your Practice
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Small tech shifts that make a big difference

Added on September 2018 in Manage Your Practice
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Summary: When it comes to technological change, financial advisors no longer compete only against brokers, robo advisors and other advisory firms. Consumers also judge their RIAs against the convenience and responsiveness set by disruptors such as Google, Amazon and Uber.

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