From Financial Planning
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Summary: Despite the past two decades of employer efforts to improve gender diversity and equality in the workplace, women remain underrepresented at most levels in the workforce and are not progressing in their careers.
From InvestmentNews
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Summary: Tony Robbins, the self-help guru nicknamed the “mahatma of motivation,” is taking his toothy smile and his message of self-empowerment to financial services, where he hopes to be the face of the registered investment adviser business.
From Advisor Perspectives
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Summary: When responding to direct mail, sometimes investors are just curious. It is really important to determine first who is just looking, wants some “free” information or hopes to get a lead or two before buying anything. Qualifying is a skill that few salespeople learn well. Every contact is not a lead, and every lead is not a qualified prospect. Here are some tips for qualifying upfront, which would help avoid the problem you raised in your question to me
From Financial Advisor Magazine
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Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
From Investment Advisor
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Summary: Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own. In every business, transformative events imprint on employees, clients and vendors. The way you handle business decisions and how you treat each of these parties impacts your firm's culture—and casts you as either a mercenary or a missionary.
