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Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.
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Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
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Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com
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Summary:[podcast] Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.
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Summary: It is the official season for gift giving. While some advisors have already sent out their gifts to beat the holiday shipping jam, others are still wondering what to choose. Advisor Ryan Hughes at Bull Oak Capital in San Diego is part of that gaggle searching for ways to show client appreciation in a timely and cost-effective manner.
