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Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.
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Summary: It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit.
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Summary: The gray-haired gentleman was about the same age as my dad. Sitting across from me, he seemed nervous and maybe a little embarrassed.
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Summary: The registered investment advisor career has an image problem. College graduates and career-changers should be eager to join a strong and growing profession with great job prospects, yet misperceptions about who advisors are and what they do are hindering the profession’s access to new talent.
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Summary: I recently attended an event where they were talking about how to deal with support staff and younger advisors. The leader talked about how you should never consider your staff to be “just servicing,” and how you need to get them involved directly with clients and bring them into your meetings.
