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By Greg Friedman, MS, CFP |
December 5, 2012
When you ask existing clients to trust a new advisor so you can concentrate on other duties, follow this thoughtful approach.
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By Greg Friedman, MS, CFP |
October 31, 2012
To identify and hire future partners as part of your firm’s succession plan it’s critical that you find advisors who share your values, and this goes beyond stellar credentials and experience.
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By Greg Friedman, MS, CFP |
August 17, 2012
Sure, you know all the reasons for having a succession plan in place, but you still haven’t done it. Try following these three steps to get you moving.
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By Greg Friedman, MS, CFP |
May 1, 2012
Learn from my experience to help you and your team evolve into a more successful firm.
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By Greg Friedman, MS, CFP |
March 8, 2012
Hiring a new advisor for your small(er) firm is one thing, keeping them motivated can be another. Here’s how to retain those new hires
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By Greg Friedman, MS, CFP |
March 7, 2012
How smaller advisory firms can hire and motivate new advisors, part one: some hard-won advice about how to hire a new advisor for your firm.