Practice Intelligence

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  Industry Leaders on Practice Management: Differentiation and Coaching

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.

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  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

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  Jinks of Raymond James on Ins and Outs of Advisor Acquisitions

  By James J. Green, AdvisorOne  |  April 5, 2012

  New head of RJ’s practice management and acquisitions operations notes one benefit of a wirehouse broker going independent: the tax consequences when he sells.