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Summary: [Podcast] Two leading financial advisors have been through it all and on today’s podcast, we come to you live from Schwab Impact 2017. We discuss what they’ve learned, share their insights on how to be successful going forward, and get the perspective from a Schwab executive on supporting and building excellent RIA firms.
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Summary: Wealth advisors should look to Amazon’s proven stronghold in the retail space as a model for building stronger customer relationships.
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Summary: When it comes to the much-ballyhooed business of disruption, if you can't beat them, join them — and do a little disrupting of your own. That was the message to financial advisors unsettled by the rise of robo-advisors and other industry disruptors from speaker and writer Julie Littlechild, speaking at Charles Schwab's IMPACT 2017 confab in Chicago.
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Summary: As an advisor, your website is one of the most important tools in your arsenal when it comes to growing your business. Word-of-mouth and personal referrals are certainly a great start for bringing in new clients, but no matter what, anyone interested in your business will likely visit your website as part of the vetting process
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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
