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Pop quiz: Explain blockchain to a client

Added on February 2018 in Manage Your Practice
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Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.

A podcast about podcasting to get your message out

Added on February 2018 in Manage Your Practice
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Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.

Three Tips to Help Advisors Engage Better with Prospects

Added on February 2018 in Manage Your Practice
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Summary: Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisors want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.

Why technology transformations fail

Added on February 2018 in Manage Your Practice
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Summary: Most change initiatives – whether intended to boost quality, improve culture, or re-engineer technology – generate only lukewarm results. Many just simply fail. The reality is that no adviser business survives over the long term if it can't reinvent itself.

Are You Fighting Enough With Your Partner?

Added on February 2018 in Manage Your Practice
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Summary: Six months ago, the two advisor partners were on the verge of a divorce. As in many troubled marriages, there was one major issue and lots of little ones—and combined, they had gradually poisoned the relationship.

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