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The Six Marketing Metrics Your Practice Should Care About

The Six Marketing Metrics Your Practice Should Care About

Do you know which metrics actually matter to your practice? In this cheat sheet of metrics, we'll share the six metrics that do.

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A convergence of issues will fundamentally transform the advisor industry in the coming years. Wealth Management firms must prepare today to meet the coming challenges of the Great Transition.

The Great Transition

A convergence of issues will fundamentally transform the advisor industry in the coming years. Wealth Management firms must prepare today to meet the coming challenges of the Great Transition.

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How To Create Buyer Personas For Your Wealth Management Business

How To Create Buyer Personas For Your Wealth Management Business

It's important to establish buyer personas for your business so you can segment your audience and create stronger marketing campaigns. But, how do you start researching and creating these personas from scratch?

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3 Steps to Prepare for the DOL Rule

The net result of the DOL fiduciary rule may be positive for many in the financial planning and wealth management industry, but that does not mean the transition will be easy. Every new regulation, including the upcoming fiduciary rule from the Department of Labor, comes with its set of complications, and it is important to take preparatory steps now, so you will be ready when it finally rolls around.

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What is a "Best Interest Contract" and When is it Needed?

As a financial professional, you already put the best interests of every client first. You work hard for your clients, and you want them to succeed no matter which accounts they are working with. Even so, this new DOL fiduciary rule still applies to you and your firm, and now is the time to get ready.

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The Case For Regulation of Financial Planners

There is a strong case for regulation of financial planners, and in the long run, the new Department of Labor fiduciary rule should help the best planners and wealth managers. Once the rule is implemented, and financial planners are required to put their clients’ best interests first, the cream should quickly rise to the top. has finalized and published the Best Interest Class Exemption.

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