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Why COIs Don’t Refer Business
To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship. It’s possible you’ve found yourself in one of two scenarios as it relates to the centers of influence (COIs) in your network. Perhaps […]
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Set expectations, understand it takes time and be prepared for anything. The process of integrating a next-gen advisor into a practice is challenging and time consuming yet completely necessary for any advisor who wants to avoid hitting the proverbial capacity ceiling and wants an in-house succession plan. Advisors should expect to spend at least […]
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Holistiplan 2023 Practice Management Summit Oct 10 (Virtual)
Wednesday, September 27-Friday, September 29, 2023
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Schwab Impact 2023
Wednesday, September 27-Friday, September 29, 2023