From On Wall Street
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Summary: Indeed, tying compensation directly to rainmaking should never be viewed as the only or exclusive key to inspiring advisory team members to build client rosters, veteran firm managers say.
From Advisor Perpectives
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Summary:Nobody wants to get a bill for services they didn’t need or purchase. But that’s what’s happening – unwittingly – to advisors as the vendors that supply them expand their service offerings.
From Think Advisor
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Summary: With market volatility predicted to last throughout 2016, it’s more important than ever for financial advisors to reinforce and build their clients’ trust. One way advisors and the corporate marketing teams that support them can deepen relationships is to become more technologically agile so they can reach consumers who are now more mobile and digital
From IRIS
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Summary: Your company culture grows stronger when you maximize the marketing power of its most valuable resource.Your employees could be your clearest competitive advantage if they become the kind of brand evangelist like the one I met last week on a Lyft ride.
From WealthManagement.com
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Summary: Many advisors express some level of unhappiness with their current firm, citing such things as too much bureaucracy, a desire for more control, lack of support and a change in culture.
