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Summary:[Poadcast] In this episode, we pick Mark’s brain about what makes – and will make – advisors and their firms stand out to prospective clients. We dissect important concepts like niche and branding, the common challenges in defining these things. Mark tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal and shares his own approach to doing just that.
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Summary: Always be in integrity. That phrasing is important, because we often think of integrity as something we can possess or a manifest personality trait. That causes us to take it for granted as something that we can call upon at our convenience. But, integrity isn’t a tool to be used for leverage, and it’s not something attainable—it’s a fundamental way of being.
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Summary: Vanguard recently published a research paper – Trust and Financial Advice – that examines trust in the advisor-client relationship. The research finds that a predominant number of investors trust their current financial advisors, with eight in 10 giving their advisors a high trust rating. However, nearly one-quarter had an experience that undermined their trust in their current or previous advisor.
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Summary: The number of young millionaires is quickly growing, according to Fidelity Investments. In its ninth “Millionaire Outlook” study, the firm reported that Generation X/Y individuals account for 18 percent of millionaires in the U.S., up from 8 percent in 2012.
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Summary: E*Trade Financial Corp.'s acquisition of Trust Company of America is seen as a solid endorsement of the strength and profitability of the financial advisory business.
