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Alan Alda: How Advisors Can Communicate Better

Added on June 2017 in Other Ideas
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Summary: Capt. Hawkeye Pierce of “M*A*S*H” has some indispensable advice for financial advisors. Well, Alan Alda, who played the smart-alecky surgeon on the classic TV series, has indispensable advice for advisors. Oddly enough, it’s about how to communicate better to win and keep clients, and he talks specifics in an interview with ThinkAdvisor.

What Fee Compression? Advisor Fees Show Little or No Decline

Added on June 2017 in Other Ideas
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Summary: Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.

Regretfully Declined?

Added on June 2017 in Other Ideas
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Summary: Advisor-hosted intimate social events, which include a hand-selected group of clients and guests, have been ranked by Oechsli Institute research as a top marketing activity for the past decade. It’s the top event affluent clients will attend, and the top event they’ll bring a guest to. But getting people to attend such events can be a challenge, and the invite must be handled properly.

Investing Legend Jack Bogle's Retirement Advice

Added on May 2017 in Other Ideas
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Summary: [PODCAST] Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.

Summer reading suggestions from top members of the financial advice industry

Added on May 2017 in Other Ideas
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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.

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