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Summary: While attending Schwab IMPACT last month, we had the privilege of listening to a presentation by Joe Duran, CEO of United Capital. In his opening remarks, he compared Vanguard in the financial services industry to Netflix in the entertainment industry, or Amazon in the retail industry. He cautioned advisors that if they do not adapt their businesses and break from the “way we’ve always done things,” advisors could suffer the same fate as Blockbuster or Sears.
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Summary: In a highly regulated industry, advisors may find that financial planning software and other technology applications can help keep them on the right side of Securities and Exchange Commission examiners and enforcement officials.
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Summary: When plotting a course for growth that leads to profit, you must create and follow a detailed plan for how you intend to reach your goal. Measuring profitability often becomes an afterthought when trying to grow a firm, but, in fact, it is a crucial part of every truly successful growth plan. Here, I provide strategies for building scale and achieving purposeful growth that leads to increased productivity and profitability.
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Summary: Consumers today expect from wealth management companies the same level of technical sophistication, in the form of personalized services that they receive from companies like Amazon and Netflix.
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Summary: We can hardly believe December is already here! We know this can be a crazy time of year, so take a break to check out some of our favorite marketing articles of the week.
