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  • What You Need for a Successful Onboarding Process

    Posted by Reid Stone
    |Date: 3:26 pm
    | 0 comments
    |210 Views
    What You Need for a Successful Onboarding Process

    What You Need for a Successful Onboarding Process

    One of the areas advisors miss an opportunity is the client onboarding process.  This is a great time to ...

    One of the areas advisors miss an opportunity is the client onboarding process.  This is a great time to begin developing a relationship of trust and engagement.  It is important that this process g ...

    3:26 pm
    | by Reid Stone
    | 0 comments
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  • If You Have Repeated Problems, You Need a Process!

    Posted by Reid Stone
    |Date: 3:15 pm
    | 0 comments
    |252 Views
    If You Have Repeated Problems, You Need a Process!

    If You Have Repeated Problems, You Need a Process!

    We often are aware that we have problems that keep occurring, but we (or our staff) doesn't know how to g ...

    We often are aware that we have problems that keep occurring, but we (or our staff) doesn't know how to go about creating a process that works. There are numerous business advantages for creating effi ...

    3:15 pm
    | by Reid Stone
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  • Seven Must-Have SOPs

    Posted by Reid Stone
    |Date: 8:52 pm
    | 0 comments
    |248 Views
    Seven Must-Have SOPs

    Seven Must-Have SOPs

    Processes and procedures help create efficiency in our business- we know that. But what the article point ...

    Processes and procedures help create efficiency in our business- we know that. But what the article points out is that top firms continue to improve on their procedures, continuously looking for ways ...

    8:52 pm
    | by Reid Stone
    | 0 comments
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  • How to Build, Cross and Burn Bridges

    Posted by Reid Stone
    |Date: 7:16 pm
    | 0 comments
    |420 Views
    How to Build, Cross and Burn Bridges

    How to Build, Cross and Burn Bridges

    When things are going good in our businesses, the tendency is to put things on cruise control.  There ar ...

    When things are going good in our businesses, the tendency is to put things on cruise control.  There are continued challenges that need to be addressed.  Learn the areas industry consultant Angie H ...

    7:16 pm
    | by Reid Stone
    | 0 comments
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  • How to Solve the Right Problem Every Time

    Posted by Reid Stone
    |Date: 8:27 pm
    | 0 comments
    |305 Views
    How to Solve the Right Problem Every Time

    How to Solve the Right Problem Every Time

    Often, the issue we are trying to solve is caused by something else.  The real issue is something comple ...

    Often, the issue we are trying to solve is caused by something else.  The real issue is something completely different.  Learn a process for identifying the real issue you are trying to solve. Read ...

    8:27 pm
    | by Reid Stone
    | 0 comments
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  • Why Operations Teams Are the Unsung Heroes Behind Breakaways

    Posted by Reid Stone
    |Date: 8:21 pm
    | 0 comments
    |303 Views
    Why Operations Teams Are the Unsung Heroes Behind Breakaways

    Why Operations Teams Are the Unsung Heroes Behind Breakaways

    The title could have ended it with "Behind RIAs or Behind Advisory Firms" as the points made really apply ...

    The title could have ended it with "Behind RIAs or Behind Advisory Firms" as the points made really apply to all financial advisory firms.  Each of the tasks operations is charged with is critical fo ...

    8:21 pm
    | by Reid Stone
    | 0 comments
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  • 6 Ways Business ‘Gurus’ Can Lead Advisors Astray

    Posted by Reid Stone
    |Date: 7:09 pm
    | 0 comments
    |522 Views
    6 Ways Business ‘Gurus’ Can Lead Advisors Astray

    6 Ways Business ‘Gurus’ Can Lead Advisors Astray

    As a business consultant to independent advisory firms and their owners for the past 16 years, I’ve com ...

    As a business consultant to independent advisory firms and their owners for the past 16 years, I’ve come across many challenges that are common to most, if not all, of my clients. Perhaps the most p ...

    7:09 pm
    | by Reid Stone
    | 0 comments
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  • Technology or the Advisory Firm? What Comes First?

    Posted by Reid Stone
    |Date: 6:38 pm
    | 0 comments
    |611 Views
    Technology or the Advisory Firm? What Comes First?

    Technology or the Advisory Firm? What Comes First?

    So many advisory firms continue to gravel with this dilemma – should we grow the firm’s AUM or focus ...

    So many advisory firms continue to gravel with this dilemma – should we grow the firm’s AUM or focus on upgrading technology? Here are some key points when considering both sides: Read Full Story ...

    6:38 pm
    | by Reid Stone
    | 0 comments
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  • 4 Steps to Free Time and Space for What Matters

    Posted by Reid Stone
    |Date: 8:29 pm
    | 0 comments
    |749 Views
    4 Steps to Free Time and Space for What Matters

    4 Steps to Free Time and Space for What Matters

    With finite time and resources, we can best focus on what adds value to our business by eliminating the i ...

    With finite time and resources, we can best focus on what adds value to our business by eliminating the items that no longer do. In an operational business context, elimination refers to the following ...

    8:29 pm
    | by Reid Stone
    | 0 comments
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  • Seven RIAs Tell What Big Project They Spent Money For In 2016…and Why

    Posted by Reid Stone
    |Date: 4:56 pm
    | 0 comments
    |552 Views
    Seven RIAs Tell What Big Project They Spent Money For In 2016…and Why

    Seven RIAs Tell What Big Project They Spent Money For In 2016…and Why

    This isn’t another technology story. At least it wasn’t intended to be. My editor charged me with in ...

    This isn’t another technology story. At least it wasn’t intended to be. My editor charged me with informally surveying advisors attending the MarketCounsel Summit in Miami Beach last week about w ...

    4:56 pm
    | by Reid Stone
    | 0 comments
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