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Supporting the Entrepreneurial Advisor

Added on May 2017 in Thought Leadership
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Summary: Growing up behind the Iron Curtain in Kiev, Ukraine, Michael Pinsker had always admired the spirit of entrepreneurial freedom that is a hallmark of the U.S. Twenty-six years after he emigrated here, he still believes strongly in encouraging the free flow of business ideas and enabling those ideas to come to fruition.

What Are You Doing to Be Great?

Added on May 2017 in Thought Leadership
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Summary: [Video] Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?

What financial advisers can learn from Amazon

Added on May 2017 in Thought Leadership
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Summary: Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that afternoon. How in the world can any electronics store carry enough inventory or be more convenient in giving me exactly what I need so easily?

SGA Guest Blog: Wes Stillman, RightSize Solutions on '5 Key Technology Questions for Every RIA'

Added on May 2017 in Thought Leadership
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Summary: Just as you do for you clients, your responsibility in managing technology requires the ability to look at the past and plan for the future. We get organized. Perhaps we do the things we’ve been putting off, or start to address the symptoms we’ve been ignoring.

Will retainer fees replace the conventional AUM model?

Added on May 2017 in Thought Leadership
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Summary: Rianka Dorsainvil launched her RIA, Your Greatest Contribution, two years ago with a retainer fee rather than prices based on clients’ assets under management. The $3,400 annual fee allows her more flexibility in choosing clients, she said, and it sends a direct upfront message.

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