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October 15, 2014

The “Selling Away” Crackdown May Breed More Breakaways
A termination at LPL comes on the heels of a big team’s firing at Merrill.
Getting Clients Comfortable With Your Young Successor
To manage these high-risk transitions, overcommunicate and stay in the picture.
Tie Yourself to the Mast as Market Noise Gets Louder
Josh Brown’s witty deconstruction of “Correction Twitter” will help.
Sales Aren’t Shameful: A Veteran Recruiter’s Tips
Sarch suggests some in the industry may be fighting the wrong battles.
Video
Have You Figured Out Who Your Ideal Client Is?
Advisors can’t market effectively unless they know what they’re selling to whom.  Video [ 2:10 ]   Transcript  

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