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Summary: Financial advisers are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem
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Summary: With the average worker checking their email inbox around 30 times per hour, it’s no wonder we have time management issues in our daily lives. This is just one example of a distraction constantly vying for our attention! Here are three questions to ask yourself if time management is an issue.
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Summary: As you know all too well, the day-to-day world of a financial advisor is full of distractions. That said, the following simple five tips for enhancing financial advisor productivity will help improve the efficiency of any advisor.
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Summary: With smartphones and tablets ubiquitous, apps are becoming more important. But as a financial advisor, unless you are looking for another iteration of Angry Birds, how do you decide which apps are worth downloading to make doing business easier?
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Summary: Advisors think they're personally successful -- but they think their industry stinks. Those were two key findings of Pershing's second annual study of advisory success, unveiled here last week during the company's Insite conference.
