Since many advisors are getting older, firms are growing and their is a shortage of advisors, it is important for firms to add younger talent. Learn what four factors to focus on when adding younger employees. Read more... ...

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At some point the SEC will come knocking at your day.  If you aren't prepared, this can be a stressful time.  Learn how to be prepared for an audit so it goes smoothly. Read more... ...

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When you launch your business, there are many things you need to do. This list will help you focus your marketing efforts when your time is limited. Read more... ...

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Great points in this article about advisors being insecure about the value of their service model and failing to create healthy relationships with clients.  Find out how these two things keep advisors from having the right number of meetings/tal ...

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As we have been hearing more and more about fee compression, robo options, and other competition, fees will result in a new reality for advisors.  The article explains the shifting pricing power to consumers, how and why you can and might want t ...

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This is becoming a popular topic and one I believe will continue to be discussed as younger advisors are shifting to different pricing models (other than AUM).  It is also a question every advisor is going to have to ask themselves about their f ...

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I totally agree with the author's first line in the article..."I believe the words that you choose to describe your business matter.  And I believe that too often we use words that ‘sound good’ but have lost their meaning." Just about every advi ...

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On question advisors have when growing their business is when to hire a new employee. Find out when to hire for various roles. Read more... ...

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Google is telling people that your website is unsafe to visit Google recently announced that they will soon be displaying the following warning on all non-https websites: All websites continuing to use a standard http address will be treated thi ...

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