From Financial Planning
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Summary: Based on my past life as a financial advisor and my current role in which financial advisors are my clients, I have seen a lot of best practices by advisors — and witnessed their biggest mistakes. Here are five things that advisors do wrong, so you can get them right.
From Financial Planning
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Summary: All advisors want loyal employees -- committed, respectful, and engaged workers who see projects through to the very end.How do you get them? The fact is, loyalty must be earned. So the question for you is: What have you done lately to demonstrate your appreciation and respect for your staff? Following through on these three strategies can go a long way toward helping you earn your employees' loyalty.
From InvestmentNews
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Summary: Your business plan is your formal statement of your business goals, the reasons why you believe they are attainable, and your plan for reaching those goals. This 6-step guide will help you develop and get into writing a formal business plan, including your vision, mission, values, beliefs, goals, strategies and your tactics to meet those goals.
From wealthmanagement.com
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Summary: The one part of your daily routine that is essential to having a productive workday? Good calendar management. I’m not referring to time management. By calendar management I mean having the next day fully mapped out, so the night before I can review the coming day and make sure I’m fully prepared for it: have I pre-read received materials, researched issues so I’m conversational, prepped for meetings I’ll be in, familiar with everyone I’ll be interacting with and resolved on the outcomes I’ll want obtained.
From Financial Advisor IQ
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Summary: Pay for financial advisors may start out slow, but it picks up steam, to make it — at the height of one’s career — among the most lucrative jobs in the financial-service industry, says InvestmentNews.
