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Does Your New Client Onboarding Produce Referrals?

Added on February 2018 in Manage Your Practice
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Summary: When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.

Three incorrect assumptions all robo-advisers make about clients

Added on February 2018 in Manage Your Practice
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Summary: United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong.

RIA Benchmarking Goes Mainstream

Added on January 2018 in Manage Your Practice
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Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.

Contentment or Complacency?

Added on January 2018 in Manage Your Practice
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Summary: The level of complexity in our financial lives is increasing. Thousands of investors are chasing after an impossible-to-value Bitcoin bonanza. More people depend solely on social security for their retirement income than ever before. Hundreds of new millionaires are added to our population each year. And a growing number of younger people are thinking about how to make an impact with whatever wealth they accumulate.

Smart Financial Advisors Use Workflows and Processes … Why Don't You?

Added on January 2018 in Manage Your Practice
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Summary: Business processes will increase a firm’s agility, efficiency, productivity and visibility enabling it to remain competitive.

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