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Community: Polls


  • December 16, 2014
    How Important Is Your Staff to Your Firm’s Success?

    Most advisors say their ability to bring in new clients is the main driver of practice growth. How big a part do employees play?

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  • December 9, 2014
    Are You Throwing an Office Holiday Bash This Season?

    Ah, the year-end party, when advisors let their hair down in front of colleagues and, sometimes, clients or prospects. Is there one on your calendar?

    No Comments
  • December 2, 2014
    If You Went Indie, How Much Would You Outsource?

    There are lots of options for advisors who want to run their own firm. Which of these strategies would you follow?

    No Comments
  • November 18, 2014
    Is Advising Your Relatives Good Business?

    FAs often reach out to family members when first building a practice. But what about when you’re already established?

    No Comments
  • November 4, 2014
    What Do You Expect From Today’s Elections?

    According to The New York Times, today marks the most expensive midterm elections in U.S. history. What kinds of results are you anticipating?

    No Comments
  • October 28, 2014
    How Useful Are Managed Accounts?

    Their selling point is they let advisors outsource portfolio management, freeing up time to serve — and find — more clients. But how effective are they?

    No Comments
  • October 21, 2014
    What Level of Experience Do You Look for When You Hire?

    When recruiting a new financial advisor, which do you prefer?

    No Comments
  • October 14, 2014
    Is the Ebola Risk Affecting Your Practice?

    According to the Financial Times, ebola has joined the list of risks to world markets. Are you addressing it in any way?

    No Comments
  • October 7, 2014
    Are Staff Meetings Useful or a Waste of Time?

    Few businesses, large or small, run without meetings. Are group discussions actually helpful?

    No Comments
  • September 30, 2014
    Should You Ever Share Your Own Financial Problems With Clients?

    Advisors can form very close relationships with their customers, but is it OK for them to discuss their personal financial challenges?

    No Comments
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