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Marketing/Client Acquisition

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Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

Post-Sale Business Owners Are Preferred Wealth Management Clients

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According to a survey of wealth managers, the preferred clients are business owners who sold their companies.

10 Lessons Investors Hopefully Learned In 2023

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The volatility during 2023 has provided an opportunity to demonstrate the value advisors bring to the client relationship.

Prospera Launches Family Office Services Platform

by FA Staff

The platform gives advisors to ultra-high-net-worth clients access to a new set of services.

11 Social Media Mistakes To Avoid

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Canned content is a fast way to lose an audience.

Women Entrepreneurs Are Increasing As Capital Becomes Available, Embarc Says

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Embarc carved out niche among women small business owners, Kelcee Blue said.

TIFIN Launches AI Advisor Support Company

by FA Staff

The new firm uses AI to help wealth management firms grow.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

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.

JPMorgan Seeks Restraining Order Against Former Rep

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The firm alleged a former broker violated non-solicitation agreements by recruiting 39 households worth $19 million.

When You And The Client Have Opposing Political Views

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

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 Veteran Advisors Wish They Knew Early In Their Careers

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Advisors share the lessons they've learned after years of serving clients.

Mariner Wealth Acquires $360M AUM Sacramento Firm

by FA Staff

Confluence Financial Planning is the 15th location in California for the Overland, Kansas-based firm.

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.

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.

New Year's Resolutions For Financial Advisors

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Here are resolutions for building business.

How To Talk Financial Priorities With Younger Adults

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They want to retire earlier, says an Edward Jones study.

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