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Advisers in storm-ravaged Oklahoma struggle to find clients, neighborsAdvisers in storm-ravaged Oklahoma struggle to find clients and neighbors amid the devastation left by Monday's massive tornado.
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Heading off hack attacksThe tale of one firm and one adviser, Mark Reed, shows in stark relief how financial advisers are on the front lines protecting their clients from cybercrime. Bruce Kelly has the story.
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Adviser benchmarking: Why bother?Benchmarking Surveys are long. They ask a lot of questions. They make you gather all kinds of data about your firm. The questions are often unclear or just confusing. They feel like you are filing a second federal tax return.
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Expectations, opportunities varyJob descriptions for typical entry-level advisory positions require individual inspection
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Internet tax puts advisers in cross hairs
An Internet sales tax bill considered in the Senate last week could open the door for cash-strapped states to ponder tapping another avenue of potential revenue: a sales tax on financial services, or a financial transaction tax.
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Vestorly aims to connect advisers and prospectsThe content sharing platform offers advisers insight into potential clients based on their online activity.
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Armond Dinverno builds a winning teamThe co-founder and co-chief executive of a large and growing private-wealth-management firm shares the structure of his advisory group.
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More positions to choose from — and fill — in the modern advisory firmAlthough many small businesses in the industry begin with a sole planner and maybe an administrative assistant, some expand far beyond.
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The future of adviser benchmarkingThe original Moss Adams compensation and staffing study has been enhanced for today's advisers' needs
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Female advisers: Male advisers don't relate to clientsMen more interested in numbers than cultivating personal relationships; 'weddings, graduations, funerals'
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When marketing to women, be clear about what you doFinancial advisers seeking to build a niche practice have one overarching need — the ability to prove they have the expertise that members of that niche need.The brand an adviser creates with a website, events, social media and other promotional messages should focus on how the adviser addresses
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Familiar with the turf, adviser courts female entrepreneursEx-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
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Identity theft is a plague, but advisers can helpNews that hackers have stolen — and published — sensitive financial details of high-profile individuals such as Vice President Joe Biden, first lady Michelle Obama and rapper Jay-Z serves as a reminder that no one is immune to having their identity stolen and credit wrecked. Financial advisers can
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To engage clients, tell your own tale
Financial advisers should start leaving out some of the numbers and rely more on storytelling during client meetings.
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Benefits, explainedPicking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
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@IN Wire
