Practice Management
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News
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In the Game: New Rules For Social Media Part 2
While a whopping 84% of asset management firms believe social media will have a lasting impact on financial services, only 48% engage in some form of social media.
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To Gather Share, Schwab Restructures Institutional Services
Bernie Clark will run Schwab's advisor services unit and Trish Cox its corporate brokerage services division.
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Playing the “Fool”: Garrett Looks for Marketing Edge with New Alliance
The agreement with the Motley Fool has a clear financial advantage for the Garrett Network, which spends just $10,000 a year marketing its advice to financial advisors who might join the group.
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Optimism Fuels Investment in 2010
Despite the fact investors are more conservative after getting slammed by the recession, advisors and their clients are optimistic about the year ahead, with advisors looking to grow their business and improve their use of technology.
Practice Management Features
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Prudent Policy
Financial planners who haven't reviewed clients' insurance coverage lately might suggest a year-end checkup.
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Under My Rule of Thumb
The rule of thumb says you can withdraw 4% of assets in the first year of retirement, but that's just a starting point.
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Ten for 2010
To position themselves for success, here are five steps advisors can take now, plus five more for the long term.
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Can We Talk?
Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.
