Practice Management

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Smart Marketing Techniques Grow Businesses

by FA Staff

Marketing leaders get more clients and revenues for their firms.

Want Don Draper's Office? Here's How to Get It

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Mad Men's set decorator offers six tips for recreating the timeless, yet functional workspace of TV's famous ad man.

Fidelity, FirstPoint Team Up To Handle Advisors' Smaller Relationships

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Fidelity and FirstPoint, a Mariner Wealth subsidiary, have teamed up to offer advisors help with mass affluent clients.

Brokers Use Decoys, Spy Tactics To Go Independent

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Secret contracts, covert real-estate deals, scurrying around after nightfall to avoid detection: This is how far big-bank brokers are prepared to go when they plan to go independent.

How Safe Are Your Clients’ Assets?

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Cybercrime is a growing threat in the advisor industry.

The Next Rung

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Faced with higher costs and tepid recruiting, broker-dealers want to grow organically—and smarter.

A Smooth Transition

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Advisors need a succession plan so they don’t put themselves—or their clients—at risk.

Planners Failing To Plan

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Every firm that wants to grow needs a formal business plan. Our firm’s plan has five vital elements.

Kill The ‘Elevator Pitch’

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Instead, ask great questions to engage potential clients.

What The Wealthy Want

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They want advisors to deliver solutions, not services.

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