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Summary: The RIA industry is coming up short in its effort to attract next-generation talent, as older recruitment models struggle to relate to today’s younger prospects. Part of the challenge is our growing diversity across all societal demographics.
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Summary: If you’re like most people, you’ve had your fair share of New Year resolutions that have fallen by the wayside as winter turns to spring. Today, I’d like to share three resolutions that are simple to start, easy to keep, and will help you communicate your way to success in 2018:
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Summary: As young advisory practices grow larger and begin to institutionalize, it’s very common to see their organic growth stall out. The good news is that the underlying reasons are often the same from firm to firm—and with a little planning and initiative, they can get back in gear and start growing again.
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Summary: Again and again in our strategy work for professional services firms we encounter a common set of problems that weaken profits and rob firms of their competitive advantage. But these problems, if solved, can become powerful opportunities. Fixing these problems can create strategic advantage and improve a firm’s long-term performance and value.
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Summary: Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.
