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Summary:Don't be a dinosaur like the accounting firm that refused to work with QuickBooks....they’re extinct now. Instead, embrace and leverage the positive aspects of powerful new technologies like social media and thrive!
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Summary: Your existing clients can be helped to refer more by reminding them you are looking for referrals, helping them understand the problems you can solve for their friends and making it easy for them to connect you with their referrals.
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Summary: The high-net-worth market has grown significantly over the past six years, with nearly one million new high-net-worth individuals (HNWIs) added globally in 2014, according to the 2015 World Wealth Report.
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Summary: Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense. Your compensation plan should define the behaviors you value the most and reflect what you are willing to pay to attract and retain key talent. I have found some consistent compensation misconceptions across advisory firms.
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Summary: In a session at TD Ameritrade’s 2016 National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.
