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Throughout our “deal” discussion it has been clear that my principal advice has focused on your ability to professionally take control of the process. Presenting yourself and your practice in a positive light takes a bit of effort on...
A recent WealthManagement.com article (“Is the CFP Board Losing Credibility in the Eyes of Advisors?,” April 11) does not provide an objective or balanced report on the attitudes of CFP professionals or CFP Board. The article seems to...
Advisors are simplifying how they run their business—and lowering costs—using stripped down versions of costly applications, mobile devices, apps and the cloud. They are giving up nothing except heavy price tags and cluttered...
Feeling bogged down at the office? Here are tips from advisors who are keeping their practices light and mobile—using everyday apps and consumer tech tools
Tired of taking on the world? Specialize in one area, not three, and then drill deep. Our panel of experts help financial advisor David Adams see his best answer to stand out may be tapping into his hometown’s hottest industry
This is where the proverbial rubber meets the road. You’ve laid the groundwork and each firm that you chose to engage with is ready to talk dollars and cents. Having passed along all of your “measurables” very early in the...