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Turn Change Into Opportunity

From Psychology Today
Added on December 2015 in Manage Your Practice
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Summary: Life is change. Outwardly, every day is a new experience; even if you do take the same route to work there are different cars and different drivers and your view might be different. Inwardly, we know that our bodies are changing (link is external), too. Change is happening outside us and within us all of the time. By the time you finish reading this article, you may not feel like the same person who started reading it! 

RIAs and the Pricing Paradox

From Think Advisor
Added on December 2015 in Manage Your Practice
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Summary: Profits are falling for many advisors because they’re charging too little for their services. To compete today and tomorrow, advisors will have to learn how to market their high-end services

Move Your Brand into the 21st Century

From On Wall Street
Added on December 2015 in Manage Your Practice
1 visitor like this article | Viewed 3899 times | 0 comment

Summary: In the not-too-distant past, a financial advisor's brand identity was expressed in features such as a strong logo and brochure. In this competitive marketplace, a strong identity must also include a robust and engaging digital presence.

 

Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets

From InvestmentNews
Added on December 2015 in Manage Your Practice
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Summary: Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.

How Advisors Can Compete — and Win — Against Big Wirehouses

From Financial Planning
Added on November 2015 in Manage Your Practice
1 visitor like this article | Viewed 2808 times | 0 comment

Summary: It has been said, “It doesn’t matter if you win or lose — it’s how you play the game.” But, what if you are competing against an opponent that far outweighs your capabilities and resources, making your odds of winning more than unlikely? Is it still worth it to even play a game you can’t win?

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