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Contrary to human nature, a new study from the Columbia Business School concludes that it may, in fact, be better for investors to leave their portfolios alone, rather than make changes with even moderate f...
Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again). What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...
