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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

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Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?

Nerd's Eye View

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.

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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

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Strategic Advisory Letter | Mid-Year Planning Tools for 2015

Brown Advisory

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

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The great reassessment: Your cybersecurity strategy to kick start 2023

SEI

A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . Integrating your cybersecurity strategy priorities into overarching business plans impacts future budget and financial plans—for the short and long term. Build momentum now. .