Added on November 2013 in Other Ideas
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Summary: Since the holiday shopping season officially starts immediately after Halloween, it’s not too early for advisors to start thinking about what kind of swag they’ll bestow on clients this year.
Added on November 2013 in Other Ideas
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Summary: An in-depth analysis of how you and your team are spending your time is a key step in building a sustainable practice that achieves the goals you’ve set for your practice and your life, says Susan A. Riley-Hayes, who owns Highpointe Wealth Advisors speaking at SourceMedia’s Women Advisors Forum in Chicago.
Added on November 2013 in Other Ideas
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Summary: Practice management experts frequently seem to be urging you to create a scalable enterprise, acquire professional management and develop clear metrics that will help you make better operational decisions. It appears that the profession is going through a phase where thousands of practices are taking this advice to heart, becoming businesses either through mergers of equals, acquisitions of firms of retiring advisors, or hiring key employees and turning them into partners.
Added on November 2013 in Other Ideas
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Summary: Financial advisers who want to keep managing the wealth their clients' children will inherit should be approaching those kids very differently than the way they appeal to their parents, a generational expert told advisers.Generation X, 34 to 48, and Millennials, also called Gen Y, who are 13 to 33, want an adviser who will teach them but not "tell them" what to do.
Added on October 2013 in Other Ideas
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Summary: Most advisors think about their future in terms of growing their business, working with clients to achieve great outcomes, developing employees and achieving work/life balance. aRIA had its second meeting in October 2012 and came up with a shared point of view of what each member is striving for in their business.
