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Summary: How can RIAs achieve significant organic growth? Maybe they could take some lessons from Mercer Advisors, which turned to its channel partners for help and reaped about $1 billion in organic asset growth over the past three years.
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Summary: As business owners, RIAs are constantly evaluating their businesses and what they need to do to remain competitive today and in the future. In this constantly changing industry, the quest for ideas and insights to help inform these decisions has never been stronger.
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Summary: I’ve learned to pay attention to the first 30 seconds when I visit a firm. In the approximately 350 offices I have visited, my first impressions are generally neutral to positive. On occasion, though, a few offices strike an exceedingly positive—or negative—note.
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Summary: Here are three affordable email systems can help you kick-start those email marketing campaigns. There are other additional options out there, but these three are a great place to start your search.
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Summary: Today’s independent financial advisors wear many hats, from portfolio manager to behavioral coach to chief financial officer of their own businesses. But there’s another responsibility that has become increasingly critical in recent years—that of identity protector. With major security breaches and other smaller-scale hacks on the rise, advisors need to understand where they may be vulnerable and what steps they should take to close any open doors to their clients’ sensitive information. It’s a big job, and it’s hard to know where to begin.
