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In my career working with advisors, I’ve often discussed the importance of incorporating time-saving technology and selecting the right custodian. In the hunt for increased productivity, however, it can be easy to overlook the human element. For many reasons, attracting and retaining top talent to serve clients and manage operations is critical to the success of your business.

Challenge your team

Try to provide your team with more meaningful responsibilities. If your back-office and client-service teams are little more than paper pushers, chances are your staff doesn’t feel very challenged. They may be performing administrative tasks that are necessary, but others that could easily be automated and don’t add much value.

The key to attracting and retaining top talent is allowing your staff to do meaningful work. This means aligning employees with their skill sets and interests. It also means challenging them with activities that...

Should You Include a Digital Investment Solution in Your Practice?

Now, more than ever, advisors have an increasingly sophisticated array of digital solutions at their disposal, which can help streamline investment management, improve risk profiling, and expedite client onboarding—especially for smaller accounts. With model-based portfolio management...

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How to Make Your Small Accounts More Profitable

It’s a dilemma faced by virtually all independent financial advisors today: squeezing profitability out of small accounts. Advisors often have to spend just as much time and energy working with small clients as they do large ones.

However, given the lower volume of assets under...

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The Financial Advisor’s Guide to Successful Podcasting

Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors look beyond traditional marketing vehicles like print and broadcast media to new channels, including podcasting.

When done well, podcasts can be an effective marketing tool....

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How financial advisors can improve the quantity and quality of their website traffic

As an independent financial advisor, you know that competition is stiff. There is no shortage of options out there for anyone looking for financial advice. And with the personal financial advisor group expected to grow at an above-average pace of 15% between 2018 and 2024,* the race to win and...

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