From InvestmentNews
Added on March 2017 in Other Ideas
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Summary: As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition
From WealthManagement.com
Added on March 2017 in Other Ideas
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Summary: What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.
From InvestmentNews
Added on March 2017 in Other Ideas
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Summary: It takes a thick skin to invite outsiders to rigorously critique your financial planning business, but some financial advisers wouldn't have it any other way.
From IRIS
Added on February 2017 in Other Ideas
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Summary: Time again I’ve witnessed first-hand how spending a good amount of time with the right people has helped me accelerate towards achieving my goals. I’ve never been a fan of networking just to network; those connections are often artificial and fruitless. Alternatively, here are some tips to leverage your existing network to help you and your friends get to the next level.
From Advisor Perpectives
Added on February 2017 in Other Ideas
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Summary: Relationships in business are tricky but, as you point out, family relationships in business are often very, very tricky. Do you think I should just stay out of it or could I provide some benefit if I were to intervene in their problems?
