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Community: Polls

  • February 3, 2015
    Do the Wirehouses Have an Image Problem?

    From the CFP Board to “Chuck,” rivals are producing catchy commercials suggesting they offer better value than brokerage firms. Should the wirehouses fight back?

    Last Comment: February 3, 2015
    1 Comment
  • January 27, 2015
    How Do You Prefer to Get Paid?

    Compensation at your firm probably combines several structures. But which kind of payment motivates advisors most?

    Last Comment: January 27, 2015
    1 Comment
  • January 13, 2015
    Which Wirehouse Will Gather the Most Assets This Year?

    Many advisor-retention agreements are set to expire in 2015, which could lead to a flurry of FA moves. Which firm do you think will come out on top, assetwise?

    No Comments
  • January 6, 2015
    When Should You Talk Retirement With Clients?

    Retirement may be the biggest single issue in wealth management, but when should you bring it up?

    No Comments
  • December 23, 2014
    Why Are Broker Comp Plans So Confusing?

    Recently, all four wirehouses have tinkered with their compensation schemes for 2015. They differ in emphasis, yet experts say they have one thing in common: complexity. Why do you think that is?

    No Comments
  • 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?

    No Comments
  • 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
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