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When It Comes to Motivating Staff, It Ain't Always About the Money

Added on April 2019 in Manage Your Practice
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Summary: Employee happiness and motivation are not driven by compensation but by advancement, respect and trust, as I explained in a recent blog. As is often the case when I voice this belief, I got a flood of emails telling me I’m wrong.

Attracting Top Talent Means Rethinking Benefits

Added on April 2019 in Manage Your Practice
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Summary: Firms interested in attracting and retaining young talent may want to reconsider the basics of health, dental, vision and retirement benefits. Adding student loan repayment options to employee benefits can be a significant draw for new-to-the-industry advisors, and with new tools and stats backing up their attractiveness, there are fewer reasons not to at least consider adding this perk.

Advisers can increase business while boosting financial literacy

Added on March 2019 in Manage Your Practice
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How to Develop Elite Talent as a Financial Advisor

Added on March 2019 in Manage Your Practice
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Summary: Are you interested in a seven-figure income? If so, you’re in the right profession. Now for the multi-million dollar question—are you willing to develop the talents of an elite financial advisor?

Top performing advice firms have a distinctive focus on technology

Added on March 2019 in Manage Your Practice
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Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.

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