Added on April 2017 in Other Ideas
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Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
Added on April 2017 in Other Ideas
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Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
Added on April 2017 in Other Ideas
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Summary: There are a lot of “coaches” out there; some very qualified in our industry and some…well not so much. I know this is not a crowded marketplace because there are more advisors who need help building their practices than there are coaches who can handle the business. I, on the other hand, feel there is a different area that advisors need help and very few are helping. It is how to run a successful business without killing yourself, getting a divorce, losing your soul, or being a terrible parent.
Added on April 2017 in Other Ideas
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Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
Added on March 2017 in Other Ideas
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Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
