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Summary: To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop.
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Summary: You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
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Summary: We’re rapidly approaching the end of the year and you’re all starting to realize you still have a great deal of work to be done! But, let me ask you: Does all of it have to be done?
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Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.
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Summary: The success of your business is largely in the hands of the people who work for you, and the relationship you and your team have with your clients is in essence your business’ secret sauce. It follows then that one of the most important decisions you can make — a decision that has lasting impact on the long-term success of your business — is who you choose to hire.
