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  • Strategic Planning- Where to Start? Begin Here.

    Posted by Reid Stone
    |Date: 8:29 pm
    | 0 comments
    |122 Views
    Strategic Planning- Where to Start? Begin Here.

    Strategic Planning- Where to Start? Begin Here.

    An approaching new year always causes me to pause and reflect on what I have or have not accomplished dur ...

    An approaching new year always causes me to pause and reflect on what I have or have not accomplished during the prior year and makes me think of what I want to achieve in the new year. I think most o ...

    8:29 pm
    | by Reid Stone
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  • 5 Key Sources of Capital For RIAs

    Posted by Reid Stone
    |Date: 3:56 pm
    | 0 comments
    |159 Views
    5 Key Sources of Capital For RIAs

    5 Key Sources of Capital For RIAs

    Brent Brodeski, CEO of Savant Capital Management, shares the insights he gained regarding RIA capital sou ...

    Brent Brodeski, CEO of Savant Capital Management, shares the insights he gained regarding RIA capital sources when he was seeking to recapitalize the company a few years ago. Read more... ...

    3:56 pm
    | by Reid Stone
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  • The (Un)certain Future for Small Advisory Firms

    Posted by Reid Stone
    |Date: 3:08 pm
    | 0 comments
    |219 Views
    The (Un)certain Future for Small Advisory Firms

    The (Un)certain Future for Small Advisory Firms

    Bob Veres examines how the large vs. small firm debate has played out since it was first introduced. Many ...

    Bob Veres examines how the large vs. small firm debate has played out since it was first introduced. Many analysts have predicted massive consolidation in our industry, resulting in a landscape where ...

    3:08 pm
    | by Reid Stone
    | 0 comments
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  • When Clients Push Back on Pricing: 5 Strategies for Advisors

    Posted by Reid Stone
    |Date: 2:43 pm
    | 0 comments
    |227 Views
    When Clients Push Back on Pricing: 5 Strategies for Advisors

    When Clients Push Back on Pricing: 5 Strategies for Advisors

    At some point clients are going to challenge you on your pricing. There are a number of tactics and appro ...

    At some point clients are going to challenge you on your pricing. There are a number of tactics and approaches you can take. Read more... ...

    2:43 pm
    | by Reid Stone
    | 0 comments
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  • The Importance of Cybersecurity Policies

    Posted by Reid Stone
    |Date: 2:22 pm
    | 0 comments
    |159 Views
    The Importance of Cybersecurity Policies

    The Importance of Cybersecurity Policies

    The second of two articles on cybersecurity this week.  This one looks at the IT governance program an R ...

    The second of two articles on cybersecurity this week.  This one looks at the IT governance program an RIA firm implemented.  It is based on the National Institute of Standards and Technology (NIST) ...

    2:22 pm
    | by Reid Stone
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  • How to Fight the Cyber War

    Posted by Reid Stone
    |Date: 11:46 pm
    | 0 comments
    |163 Views
    How to Fight the Cyber War

    How to Fight the Cyber War

    The first of two articles this week on cybersecurity. The managing director of a smaller RIA shares how h ...

    The first of two articles this week on cybersecurity. The managing director of a smaller RIA shares how his firm has created their cybersecurity plan- including a diagram. Read more... ...

    11:46 pm
    | by Reid Stone
    | 0 comments
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  • Getting Flat Fees Right

    Posted by Reid Stone
    |Date: 10:35 pm
    | 0 comments
    |210 Views
    Getting Flat Fees Right

    Getting Flat Fees Right

    As more firms contemplate flat or retainer fees- how do you set these up in a way that sustains their pra ...

    As more firms contemplate flat or retainer fees- how do you set these up in a way that sustains their practice in alignment with the value they provide, yet charges the client fairly? Read more... ...

    10:35 pm
    | by Reid Stone
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  • The Scalable Delivery Of Financial Advice with Ric Edelman

    Posted by Reid Stone
    |Date: 12:48 am
    | 0 comments
    |131 Views
    The Scalable Delivery Of Financial Advice with Ric Edelman

    The Scalable Delivery Of Financial Advice with Ric Edelman

    Michael Kitces interviews Ric Edelman to learn more about how he scaled his business over time.  He also ...

    Michael Kitces interviews Ric Edelman to learn more about how he scaled his business over time.  He also discusses how he would build his marketing different today if he were starting fresh today. Re ...

    12:48 am
    | by Reid Stone
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  • Voting a Partner Off the Island

    Posted by Reid Stone
    |Date: 9:59 pm
    | 0 comments
    |116 Views
    Voting a Partner Off the Island

    Voting a Partner Off the Island

    Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave ...

    Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mist ...

    9:59 pm
    | by Reid Stone
    | 0 comments
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  • The Case for Advisor Checklists

    Posted by Reid Stone
    |Date: 8:55 pm
    | 0 comments
    |129 Views
    The Case for Advisor Checklists

    The Case for Advisor Checklists

    As the authors point out...What would happen if you sat down and really thought through the most critical ...

    As the authors point out...What would happen if you sat down and really thought through the most critical processes in your business? Do you think these processes would improve? We do. What if the ans ...

    8:55 pm
    | by Reid Stone
    | 0 comments
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