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Niche knack: Looking to grow, advisors start to specialize

From CNBC
Added on September 2014 in Manage Your Practice
1 visitor like this article | Viewed 85 times | 0 comment

Summary: Niche practices are coming to the financial advising industry. A few of them are already here and taking off. Whether specializing in financial transitions, financial gerontology or Generation X or Y, more and more advisors are targeting their practices to certain demographic groups or specific service circumstances or philosophies.

How technology can transform an RIA

From InvestmentNews
Added on September 2014 in Manage Your Practice
1 visitor like this article | Viewed 85 times | 0 comment

Summary: The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow their businesses must change as well.

Small businesses still ailing in wake of Affordable Care Act

From InvestmentNews
Added on September 2014 in Manage Your Practice
1 visitor like this article | Viewed 73 times | 0 comment

Summary: A year ago, financial advisers were cheering the launch of government health insurance exchanges, but today they're grappling with costly group insurance policies for their small business clients, who have been hurt by delays in the implementation of Obamacare.

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4 Ideas for Advisors' Fourth Quarter Push

From SEI Advisor Network
Added on August 2014 in Manage Your Practice
1 visitor like this article | Viewed 81 times | 0 comment

Summary: The successful advisors I know typically have a marketing plan all year long. What is interesting to me is that many of them have a strong fourth quarter push. If you don’t have a plan or a fourth quarter push, the good news is that it is not too late. You can get started today — but you are running out of time.

The Magic Formula for Advisory Firm Success? There Isn't One

From Think Advisor
Added on August 2014 in Manage Your Practice
1 visitor like this article | Viewed 76 times | 0 comment

Summary: I’m often struck by the parallels between the independent advisory business and consulting with independent advisors. For instance, most veteran advisors I know have learned not to take clients who aren’t ready to take advice; no matter how big their portfolio is, it’s just not going to be a pleasant experience for anyone.

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