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Summary: As Americans’ definition of wealth evolves from a lofty, unattainable number to something more attainable, so does the industry need to evolve.
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Summary: You can quite easily see that others have endorsed their work and that they have the content to prove their status. If you have the knowledge but are unknown, have no endorsements or content to support your claims, you are not an expert. Some might claim to be an expert on their website, but sceptics see one-sided, what they call, ‘self-serving’ messages that lack credibility and are therefore not effective.
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Summary: [SlideShow] Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark, and Nick Craig, owner of Advisor Fuel, recommend avoiding these turn offs.
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Summary: Global private wealth gained momentum in 2016, but wealth managers face a host of challenges if they hope to fight off competitors, deepen client loyalty, and put both revenue and profit growth on a sustainable positive trajectory, according to a new report by The Boston Consulting Group (BCG).
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Summary: Financial advice will learn a lot from a world based on efficiency. Let's look into our crystal ball for a moment to see what the future holds for the financial advice industry.
