Matt Matrisian

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  New Hire Roundup: Casares Joins Genworth; Stratos Adds Three

  By Marlene Y. Satter, AdvisorOne  |  June 13, 2012

  This week in new hires, Rico Casares joined Genworth Wealth Management, and Stratos Wealth Partners welcomed three advisors to two new offices.

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  Genworth Launches Acquisition Assistance for Advisors

  By John Sullivan, AdvisorOne  |  April 17, 2012

  Genworth Financial Wealth Management announced the launch of its Business Transition Services Program on Monday, which includes lending services for advisors looking to expand their practices.

• Succession & Valuation

  By Kara P. Stapleton  |  March 1, 2009

  "Right now in the industry there's about a 20% adoption rate for independent practices or practitioners to have a continuity or succession plan in place,"...