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Summary: Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be.
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Summary: [SLIDESHOW] Advisers need not wait for a warning call from OCIE to prepare their firms for an examination — regulators have already offered a hint about their enforcement priorities.
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Summary: In the enterprise landscape, digital literacy is not just about tool competence, but about how well users apply their knowledge to make decisions, cultivate relationships, build a reputation, and mobilize colleagues, teams, communities, and networks. For decades, organizations have deployed productivity, communication, search, and collaboration platforms to improve staff and business efficiency.
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Summary: In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, it's time to tackle the issue of expectations.
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Summary: Change will be here sooner than you might think, said TD Ameritrade Director of Financial Planning Nathan Harness in a panel on millennials at IMCA’s annual conference. This generation, born between the early 1980s and early 2000s, is poised to make up approximately 44% of the American workplace, Harness says.
