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.
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?
Added on February 2017 in Other Ideas
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Summary: Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these social media mistakes if they want to demonstrate proper digital manners.
Added on February 2017 in Other Ideas
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Summary: Amid growing worries that there are not enough new advisers to replace those who are retiring, the CFP Board's Center for Financial Planning is rolling out a host of new initiatives aimed at expanding and diversifying the workforce.
Added on February 2017 in Other Ideas
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Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
