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The character of your content

From InvestmentNews
Added on August 2017 in Manage Your Practice
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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.

Four Steps to Client Segmentation

From WealthManagement.com
Added on August 2017 in Other Ideas
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Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized— and your firm service offering should be too.

You already have all the tools to beat robos. Get started.

From Financial Planning
Added on August 2017 in Form an RIA
1 visitor like this article | Viewed 114 times | 0 comment

Summary: When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids have grown up in the digital age!”

SEC to Advisors: Improve Cybersecurity Preparedness

From Barron's
Added on August 2017 in Manage Your Practice
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Summary: Financial advisors have more work to do when it comes to protecting their systems from hackers, InvestmentNews reports, citing cybersecurity examination results released this week by the SEC.

AdvoKate: NextGen RIA Scholarship and Grant Winners Invade the Big Apple

From TD Ameritrade Institutional
Added on August 2017 in Join an RIA
0 visitor like this article | Viewed 263 times | 0 comment

Summary: For many, summer in the city is something to try to escape. Sure, it’s hot and humid, but it’s also my favorite time of year. For me, it has come to symbolize an infusion of new energy into the RIA world as we welcome and celebrate our NextGen RIA Scholarship and Grant winners.

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