Financial Planning
 
 
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Practice Management
 
 
December 24, 2013
 
 
 
Top Stories
 
9 Smart Tricks for Smarter Goals
by RON CARSON
 
Set goals for one simple, powerful reason: to identify what matters most to you. That will make it easier to meet your goals and build your business.
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Onboarding New Advisors: What You Need to Know
 
Onboarding New Advisors: What You Need to Know
by NO AUTHOR
 
Adam Thurgood leads the effort at HighTower
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Wealthy Clients With Young Kids: What Advisors Should Know
by STACEY HAEFELE
 
Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.
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Contain
 
Dynasty Rolling Out More Firepower to Boost Business in 2014
by CHARLES PAIKERT
 
The New York-based platform outsourcer and service provider for large wealth management firms is beefing up its business development team, vowing to become much more aggressive in going after new clients.
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Advisors: What the 'New Rich' Clients Need
by CHARLES PAIKERT
 
Unlike many ultrahigh-net-worth individuals and families, the new rich rely primarily on income from their jobs for their wealth.
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Advisors: What Your Firm is Worth
by JOHANN SCHNEIDER
 
Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.
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They’d Rather Spend than Save, But Gen Y Is Your Future
by TECK LIM
 
They
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46% of Planners Have No Retirement Plan, FPA Finds
by ANN MARSH
 
Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.
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SLIDESHOWS
 
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7 Traits of Superstar Advisors
 
A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?
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White Papers
 
High-Net-Worth Consulting Services
 
Through advanced strategy development, point-of-sale assistance, and industry-leading education and training, High-Net-Worth Consulting Services can help you confidently expand your practice with high-net-worth clients.
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Embracing the Social Network
 
What do the social media experts do differently, and how you can apply these principles to your practice.
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MORE IN WHITE PAPERS »
 
 
 
Web Seminars
 
Retirement Planning: targeting clients cash needs in retirement
 
Retirement portfolios are more focused on income than ever before.
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Incorporating Alternatives Into Client Portfolios
 
If you're seeking ways to employ alternatives to diversify your clients' portfolios, increase their return potential, and provide a hedge against rising inflation, view this informative web seminar now available on demand.
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MORE IN WEB SEMINARS »
 
 
 
 
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