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Summary: Wealth managers must stop offering clients unnecessary fee breaks and invest in advanced analytics to boost revenue because the industry faces a "complete transformation" in coming years, a study found.
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Summary: Globally, there is no sport more popular than soccer, yet for many Americans it’s a sport that’s somewhere between curling and rugby, fun to watch but with enough strange rules and foreignness that it doesn’t really strike a chord. It might stand to reason that since the U.S. is not even in the 2018 FIFA World Cup, no one cares about the games starting Thursday.
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach.Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
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Summary: What do your clients really think about the job you do? We spoke to Tim Brown, owner of Hook Agency, a web design and SEO firm in Minneapolis, and Bea Bonte, his wife and the firm’s social strategist.
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Summary: Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry.
