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Summary: Our decades of research created a foundation that enabled content marketing to come to life for the Oechsli Institute, long before it was labeled as such. We had useful information about the affluent and financial advisors, and we gave it away in articles, white papers and speeches.
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Summary: Innovative technology can help transform advisors' workflow — but adoption takes time.
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Summary: The Securities and Exchange Commission’s exam division is warning registered investment advisors to review their electronic communication procedures, as recent exams showed advisors failed to ensure compliance with SEC rules.
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Summary: There are two critical components for effective COI relationships—personal connection AND structure. We often talk about getting personal with your CPA and attorney partners. In our opinion, it’s the most overlooked component of the relationship. But for today, let’s shift focus to the structural piece of this puzzle.
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Summary: Getting through a crisis situation can be a real test for a new business. This past summer, we faced the biggest challenge in our four-year history: an SEC audit.
