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Summary: Advisors tend to be numbers-driven and analytical in nature, so why don't more use Google Analytics to understand their website metrics?Our best guess is that it's jargon-rich, confusing and overwhelming. In an effort to provide users with all the data they’ll ever need, the analytics platform can make it difficult to find anything meaningful.
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Summary: Brian Power, a principal at a registered investment advisory firm in New Jersey, recently spent a full day in New York City meeting with clients. Armed with little more than his laptop, he reviewed accounts with clients and showed them performance reports and research, all without using a single piece of paper.
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Summary: Just how important is culture to an advisory firm's success? It's everything—that's right, everything. Yet it is often overlooked and rarely given its due. That could be about to change.
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Summary: Have you ever heard the expression, "You are the average of the five people you spend the most time with?" I decided I wanted to spend more time with top achievers -- so I started a podcast that let me interview them about topics at the intersection of business, investing and life.
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Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
