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Community: Polls


  • May 7, 2013
    How Will You Ensure a Smooth Transition for Clients When You Retire?

    With most advisors well into middle age, succession planning is getting more important.

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  • April 30, 2013
    What's the Scariest Thing About the Twitter Hack?

    The market dropped 150 points last week in the moments after a hacker falsely claimed on the AP’s Twitter account that the president had been injured in an attack on the White House. What’s the most disturbing issue here?

    No Comments
  • April 23, 2013
    What's the Most Effective Way to Get Referrals?

    If prospecting for new clients isn't efficient, it will eat up too much time. Tell us what you've found to be the most productive approach.

    No Comments
  • April 17, 2013
    What Problem Do Clients Most Often Ask You to Solve?

    With the fiscal cliff in the rearview mirror and the S&P 500 up more than 10% year to date, there are fewer front-page issues for clients to complain about. What individual financial worries are keeping them up at night?

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