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Summary: The 2018 RIA Benchmarking Study from Charles Schwab examines how the independent advisory industry remains on a growth trajectory, and how much new clients play a role in that growth.
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Summary: If you run your own advisor business or play a large role in one, then you can almost always expect your clients and prospects to have questions about your company or website. Don’t worry, this is a good thing! You want them to ask so that you can gain their trust by answering them appropriately. If this relationship is strong from the beginning, then it can pave the way for a steady relationship for years to come.
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Summary: Recently, a colleague of mine suggested that "back office" should be considered a bad word, because it's where things go wrong without accountability.
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Summary: In the advisor-client relationship, the advisor provides advice and the consumer provides compensation for that advice. But advisors can—and should—learn from their clients, particularly when it comes to technology.
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Summary:The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
