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Summary: Often advisors ask us, “How should I get started in marketing?” It’s a fair question. They just want to make sure they’re putting their time and resources in the right place.
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Summary: Latest earnings reports issued this week show that the Charles Schwab Corp.’s RIA custody unit—the largest custodian and a fair proxy for the industry—continues to gain assets at a faster pace than its wirehouse competitors.
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Summary: Three-time NYC mayor Ed Koch became famous for regularly asking; How’m I doin’? Now I am sure, at times he meant that as a rhetorical question. But many times he really wanted to know. How often are you asking the same question of your best, and not so best clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.
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Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
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Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
