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Communications Consulting: Do You Actually Need A One?

Steven J. Wilson

Look for communications consulting firms with extensive knowledge and experience and creating business communications plans. Some communications consultants are generalists who can help from start to finish; others specialize in specific communications tools or strategies.

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Customer Service Consulting: The Benefits Of CX Consulting

Steven J. Wilson

Customer service consulting is not a new concept, but it is one that is gaining in popularity as businesses strive to improve their customer experience (CX). The post Customer Service Consulting: The Benefits Of CX Consulting appeared first on Steven J.

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How do consultants get paid?

Steven J. Wilson

Typical payment terms for consultants are either an hourly rate, a flat fee per project, or a combination of the two. In some cases, consultants may also receive a commission for finding new clients or completing specific tasks. The post How do consultants get paid?

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Brand Consultants: Guide To Spotting A Shady Branding Consultant

Steven J. Wilson

You’ve likely wasted money on firms, agencies, and consultants who under-delivered if you’ve been in business for any length of time. It’s easy to get taken advantage of when you’re unfamiliar with all the options and brand consultants out there.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on the importance of diversifying your accounting skills.

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SEO for Consulting Firms: Get High-Quality Organic Traffic

Steven J. Wilson

SEO for consulting firms can be a bit different than other businesses. After all, clients are looking for consultants to help them with specific projects or problems, which means that your SEO strategy needs to be focused on generating leads and driving conversions.

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Innovation Consulting: Need To Knows And How To Get Started

Steven J. Wilson

Many organizations are now turning to innovation consultants to help them create and implement a plan that will allow them to stay ahead of the competition. The post Innovation Consulting: Need To Knows And How To Get Started appeared first on Steven J.

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The Culture of the Audit Department: Cop or Consultant?

Norman Marks

I had the privilege of working with Mike Jacka as a member of an IIA International Committee for many years. He’s not only smart, but funny – a great speaker if you can get him. He continues to write for the IIA’s magazine and blog. His latest is Mind of Jacka: Not Quite a Manifesto. Mike […]. Risk audit governance GRC IIA

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How Personal Branding Consultants Help You Reach Next Level

Steven J. Wilson

That’s where finding the right personal branding consultant comes in. The post How Personal Branding Consultants Help You Reach Next Level appeared first on Steven J.

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Customer Experience Consultants: How To Pick Or Become One

Steven J. Wilson

The post Customer Experience Consultants: How To Pick Or Become One appeared first on Steven J. The customer experience (CX) in today’s world is more important than ever.

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WealthStack Roundup: Asset-Map Partners with Cetera; Elements Receives $5M in Funding; Lumiant Partners with DMW Strategic Consulting

Wealth Management

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals

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How Advisors Can Navigate Discussions About Aging and Long-Term Care Planning With Carroll Golden

NAIFA Advisor Today

Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. Golden Consulting, LLC, where she provides strategic consulting, including business plan and sales strategy development.

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Retirement delays create challenges for plan sponsors highlighting opportunities for financial professionals and consultants

Nationwide Financial

This highlights why it’s an important time for plan sponsors, and the financial professionals and consultants who support them, to help workers regain their retirement confidence. Nationwide offers educational resources for financial professionals, advisors and consultants.

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TCS Vs Infosys – A Detailed Analysis! Which One Should You Choose?

Trade Brains

Tata Consultancy Services. Tata Consultancy Services is an IT services, consulting, and business solutions organization. A part of the Tata group, India’s largest multinational business group, TCS has over 600,000 of the world’s best-trained consultants in 46 countries.

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Inspired Change: 101 Coachable Areas to Transform Your Business & Life

Elevating Your Business

The post Inspired Change: 101 Coachable Areas to Transform Your Business & Life appeared first on Women Financial Advisor Coach Consultant. Consultative CoachingThe life of your dreams is closer than you think!

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Realistic Measures: Identifying What’s Portable and What’s Not

Diamond Consultants

A process by which advisors can assess what is “really” portable when considering a move. Advisors considering change have many things keeping them up at night, from deciding on the right firm, whether a move even makes sense, how a new platform stacks up, and of course, portability.

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10 Ways Advisors Can Set Themselves Up for Success in 2023

Diamond Consultants

The new year serves as an inflection point—a reminder that it’s always a good time to get your ducks in a row. The onset of the new year is something of a Rorschach test: You see in it what you want to see. For some, it’s a time of unbridled hope and optimism—a fresh start and a clean slate.

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Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence

Diamond Consultants

While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.

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The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

Diamond Consultants

By Mindy Diamond and Louis Diamond. A look back – and forward – on the forces behind an evolving wealth management industry. It goes without saying that 2022 will be recalled as one of the most interesting and contradictory years in history.

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Financial Advisor Transitions: 8 Observations from Movement Trends in the First Half of 2022

Diamond Consultants

As financial advisor recruiters and consultants, we realized something: Our team is constantly immersed in data on the things that are top-of-mind for advisors—whether or not they are considering change.

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6 Factors That Trap Advisors in Indecision Mode

Diamond Consultants

With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”. In their 1982 hit, “Should I Stay or Should I Go,” English punk rock band The Clash asks a compelling question of financial advisors. (OK,

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The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey

Diamond Consultants

With so many options to choose from, how does an advisor decide which path to independence to take? Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line.

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An Advisor’s Guide to Termination: A Proactive Approach to Protecting Your Life’s Work

Diamond Consultants

In today’s heightened regulatory environment, risk reduction is often a firm’s top priority—making advisors more vulnerable than ever before. Knowledge is power—particularly in a world where compliance scrutiny has ramped up, and firms prioritize risk reduction over revenue creation.

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Terminating a Note Early: When the Pain of Staying with a Firm Outweighs the Cost of Leaving

Diamond Consultants

Firms are making an investment in each advisor who signs on the dotted line. Likewise, financial advisors who accept a recruiting deal are signifying the intent to make good on the firm’s investment. But situations change over time—is there a way out?

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What We Can Learn When Top Advisors Leave Their Firms

Diamond Consultants

If changing firms made sense to these $1B+ financial advisors, what lessons can be learned by those who manage less but aspire for more? When it comes to advisor movement, there’s no doubt that the disruption and hassle of changing firms or models are real.

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How Rising Above the Minutiae Can Offer a New View on Opportunities

Diamond Consultants

When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.

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Taking Due Diligence Beyond Exploration: 6 Important Considerations

Diamond Consultants

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.”

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Beyond Private Equity: RIAs Have More Options Than Ever to Access Capital

Diamond Consultants

There are now multiple ways independent advisors looking to buy, grow, or transition their practice can unlock some liquidity. What a difference a decade has made for advisors seeking capital.

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Why You Should – or Shouldn’t – Consider Changing Firms in a Down Market

Diamond Consultants

While there is never a “perfect time” to make a move, there are often perfect reasons to do so. By Mindy Diamond and Jason Diamond. Sure, there’s plenty wrong with my firm and many things that would make me consider changing jerseys. But how could I even think about making a move in a down market?”.

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Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control

Diamond Consultants

By Jason Diamond and Mindy Diamond. Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.

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My IBD was just sold. Now what?

Diamond Consultants

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next?

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Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?

Diamond Consultants

The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process.

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From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement

Diamond Consultants

There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently.

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An Open Letter to Edward Jones Advisors

Diamond Consultants

What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.

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What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition

Diamond Consultants

Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move?

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Avoiding the Succession Cliff: Potential Paths for Soon-to-Retire Advisors

Diamond Consultants

Tenured advisors have invested a lifetime in building a business with real value, yet many don’t have a succession plan. Why the delay? And what are their options? Succession planning has become one of the hottest topics in the industry and a leading driver of advisor movement.

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Next Gen Successors: You’re Not as Stuck as You Think You Are

Diamond Consultants

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ.

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Private Bankers Considering Change: What You Need to Know

Diamond Consultants

By Mindy Diamond & Louis Diamond. There’s been an interesting shift in movement amongst one sector of wealth management: private bankers.

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HUB Buys Construction-Focused Benefits, TPA Firm in Upstate NY

Wealth Management

HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.

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How to Authentically Let Go of The Sale

Advisor Perspectives

A funny thing can happen in the mind of a prospect during their initial consultation with you