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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.

Five Little Things For Your Monday: August 7, 2017

Added on August 2017 in Manage Your Practice
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Summary: Hot August nights have finally arrived and so has this week’s Five Little Things for your Monday post! This time we’re keeping up with the latest best practices on content marketing and relating to your clients.

High-Tech, High-Touch Marketing

Added on August 2017 in Manage Your Practice
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Summary: Client expectations about you and your practice don't suddenly kick into high gear after you’ve added an individual or firm to your book. They start way before you’ve even made your first contact, since prospective clients assume you have an online presence.

Advisers can cast off limitations with '5 Freedoms'

Added on August 2017 in Manage Your Practice
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Summary:  Last month on a podcast with Michael Kitces, partner and director of research at Pinnacle Advisory Group, we talked about the stress, struggles and strife that so often accompany building and running a practice. Or what I call the "stress of success." 

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