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Expert Views

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Has Your Firm Outgrown Its Culture?

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A firm's culture is often the deciding factor when it comes to an advisor choosing to make a move.

Sponsored Content: Want Loyal Clients? Do This!

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Offering comprehensive wealth management can greatly improve client loyalty.

Succession Planning In The New Year

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A good succession plan can help make your practice a better business.

9 Ways To Explain Fees To Prospects

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Commissions should be presented as being like sales taxes.

The Single Best Way To Turn Prospects Into Clients

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Crafting total client profiles is the best way to drive prospects to work with you instead of your competitors.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

Why Wealth Managers Miss Philanthropic Opportunities

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There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

When You And The Client Have Opposing Political Views

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You can disagree on politics, but you can still do business.

The Age Of Interdependent Financial Advice Is Upon Us

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Interdependent advisors are now in a position to change the course of the entire financial advice industry.

Why Aren't You Giving Clients What They Want?

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Researchers have found that clients often don't get what they're promised from advisors.

Half Of RIAs Are Dissatisfied With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

What's Bad For Harvard Is Good For America

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The nation's elite universities are an unaccountable oligopoly, and the signaling they convey is overvalued.

The Crucial Role Of Digital Platforms For Financial Advisors

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As market and economic volatility continues, digital solutions should take center stage.

Want To Be Wealthy? You Might Try Therapy

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Is it possible to make people wealthier simply by helping them feel better?

Achieving Digital Transformation

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Digital transformation requires a change in mindset, not just a change in technology.

What Are The Key Concerns Of Financial Advisors?

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According to a recent survey, financial advisors are most concerned about business development.

The Wealthy Are Collaborators, Not Loners

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Here are ways to get the high-net-worth community to collaborate with you.

Why Being The 'First Call' Is Key To Billion-Dollar AUM Success

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Some firms strive to be the first point of contact for any and all client issues.

Your Client's Dream Home Needn't Be 2,000 Square Feet

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Americans tend to buy far more house than is necessary. Downsizing would help their finances and the environment.

Sponsored Content: Ron Munman--Delivering Exceptional Value To Ideal Clients

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Here are a few key strategies that have helped grow his business.

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