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Voices Are you a reluctant manager?

Added on August 2017 in Manage Your Practice
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Summary: You became an advisor to help make a difference in your clients’ lives — not to manage people. And yet, here you are with a team. Many advisors struggle to get their teams to generate high-performance results. In our coaching programs, we estimate that more than 80% of advisor teams aren’t getting the results they want.

The character of your content

Added on August 2017 in Manage Your Practice
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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.

SEC to Advisors: Improve Cybersecurity Preparedness

Added on August 2017 in Manage Your Practice
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Summary: Financial advisors have more work to do when it comes to protecting their systems from hackers, InvestmentNews reports, citing cybersecurity examination results released this week by the SEC.

How One Firm Used Technology To Grow To $1 Billion AUM

Added on August 2017 in Manage Your Practice
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Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.

How to Improve the Client Experience

Added on August 2017 in Manage Your Practice
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Summary: When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to lose sight of existing ones. Too often advisors take for granted their current clients and assume strong portfolio performance alone will keep them happy. However, we know that investors care about more than just financial results.

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