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Summary: Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified the small, 11-person firm that she wasn't returning from maternity leave.
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Summary: A few weeks ago, I mentioned that I had never listened to a podcast. I felt I didn’t have the time and I was too easily distractible to maintain focus while driving or working around the house. Well, I am not going to say I am a convert yet, but I have listened to a few more (and liked them) – I even just participated in two as a guest (more about that in a second).
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Summary: Much has been written about succession planning, with the focus of the successor either being another financial planning firm or a younger planner within the firm. But there is an important third option: Wealthy clients who become career changers.
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Summary: Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions provides ‘5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.
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Summary: Succession planning is both a vital component of doing business as well as a valuable resource to build stronger leadership values and guide decision-making processes.
