From FA Magazine
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Summary: Mark Tibergien, CEO of Pershing Advisor Solutions, shares his thoughts here on how he believes the industry will evolve over the next 10 years.
From IRIS
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Summary: Evident from changes in legislation, technology and customer expectations the traditional wealth management model is not sustainable to service today and tomorrows connected customers.
From InvestmentNews
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Summary: Asking certain types of clients for referrals can better an adviser's odds of getting that valuable recommendation that leads to new business.
From WealthManagement.com
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Summary: Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything today, most independent advisors still don’t understand the digital space as it relates to their practice.
From IRIS
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Summary: Here is a question. Can you give me ten reasons I should do business with you (or your company)? I’m talking about good reasons. Reasons that would make me take notice. Reasons that would make you stand out.
