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Summary: Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own. In every business, transformative events imprint on employees, clients and vendors. The way you handle business decisions and how you treat each of these parties impacts your firm's culture—and casts you as either a mercenary or a missionary.
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Summary: In the digital era, marketing for financial advisors has a new set of rules. Craig Faulkner, founder of digital marketing firm FMG Suite spoke Thursday at a Schwab’s Impact conference conference session on "Four Steps to Inbound Marketing Success: Leveraging Digital Media to Acquire Clients."
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Summary: We’ve taken a journey through the five levels of technology utilization in this series of blogs, Spenser Segal on Software Optimization, examining ways to save time while also improving accuracy and consistency. The efficiency and auditability gains will help to ensure you and your team can get more done in less time and not lose track of important client needs that must be taken care of.
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Summary: These days, it seems as if every business wants to target the millennial generation. That makes sense—at more than 8 million strong, this largest demographic group in the U.S. population is hard to ignore.
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Summary: On October 29-30, Fidelity held it’s final Inside Track conference for the 2014 season at the Grand Central Hyatt in New York City. In one of the many education sessions offered to attending RIA firm executives, Mathias Hitchcock and Tricia Haskins, practice management experts from Fidelity Institutional Wealth Services, presented Harnessing Technology Effectively: Insights from the 2013 Fidelity RIA Benchmarking Study.
