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Summary: Charlie Fitzgerald spent the last five years or so figuring out how to equitably pass on his 19-year-old financial advice firm, Moisand, Fitzgerald, Tamayo, to the next generation.
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Summary: Warren Buffett coined the term “moat” to reflect a firm’s ability to maintain its long-term competitive advantage. I use that visual with clients to describe a firm’s “Total Rewards Moat,” meaning all intrinsic and extrinsic rewards used to motivate and retain an organization’s top performers.
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Summary: You know your practice has reached a crucial turning point when you have to choose between serving your clients and growing your business — because you no longer have enough time and resources to do both.
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Summary: No matter the size of the advisory firm or the make up of the client base, it would be a mistake to overlook the marketing potential of social media and digital interactions.
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Summary: Advisers might not relish the prospect of an SEC exam, but think of it as a trip to the dentist: there are certain steps to take that can help prevent a routine checkup from turning into a triple root canal.
