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Summary: There’s one crucial question I ask of clients before I start working with them. It often doesn’t take too long to answer, but it can determine if I accept these people as clients or not.
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Summary: Recent high-profile cyberattacks underscore the importance of tracking how and where client data is used, transferred and stored by third party vendors to RIAs. The reality is, "the cloud" is not – and never was – a cybersecurity solution.
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Summary: CHICAGO - Your best clients give you cookies at Christmas. They hug you when they see you. They know the names of your children. But they won't give you a referral.
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Summary: Some of the cybersecurity best practices for advisors are smart moves for consumers, too.
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Summary: Defining the “culture” of an advisory firm is important, yes, but turning those vague impulses into what RIA compensation consultant Kelli Cruz calls a “core competency” requires not just hiring the right people, but also compensating them in ways that meet the firm’s needs as well as those of the employee. Not surprising, it’s where most principals of growing firms stumble.
