From Wall Street Journal
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Summary: When financial advisers start their careers, they typically discover challenges they hadn’t expected. Many don’t make it through those harrowing first years. Here, some advisers who still are in their early years of practice share some of the surprises they have encountered, mistakes they have made and the lessons learned.
From Inc.
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Summary: If your LinkedIn profile reads more like a resume, you're making a huge mistake -- especially if you're hoping to land new customers. But don't just take my word for it. I recently talked with Mike Derezin, Vice President of LinkedIn Sales Solutions (and therefore a guy perfectly placed to know what helps small businesses gain new customers and build stronger business relationships), about ways you can create the perfect LinkedIn profile.
From InvestmentNews
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Summary: In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today.
From WealthManagement.com
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Summary: I’ve always found ‘networking events’ are valuable on many levels for advisors, more than just the obvious one of business development. Here are four tips to help you make the most of your next networking event experience.
From Think Advisor
Added on May 2015 in M&A Issues
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Summary: Savant Capital Management has closed on its third acquisition of a fellow RIA firm over the past 17 months with the purchase of Orion Capital Management of Winnetka, Illinois.
