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A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of a firm.”

Most firms highlight AUM as a point of pride, and as the author points out, industry rankings of the top firms are little more than rankings of the largest firms by assets under management.

In truth, the quality of an RIA—or a custodian, for that matter—is much more than AUM. Clients value service above all else. While AUM is perhaps an indication of success to date, how much money a firm manages—particularly a relatively new firm—is not necessarily a good barometer of the breadth of its expertise or the quality of service it delivers to clients. Clients don...

9 Ways to Double [Even TRIPLE] Your Leads Online!

Originally posted by Financial Social Media.

By: Amy Mcilwain 

We live in a day and age where people flock to the internet for just...

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How Advisors Can Protect Themselves from a Java Sucker Punch

Like defense in boxing, software security is generally a matter of keeping your guard up. In the ring, your opponent will throw punches at you. On the Internet, attackers will be trying to hack you. It comes with the sport. All software has defects and a certain percentage of them will be...

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How Advisors Can Use Mobile Devices to Differentiate and Increase Productivity

I know mobile technology is big in the advisor industry right now. But, if there was any doubt in my mind about the sheer reach of this trend, it was put to bed at this year’s T3 Conference (See:...

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The New Facebook Search Graph: Will It Change How RIAs Think About Social Media?

I get asked all the time about advisors being on social media.  We all know the issues: compliance scares people from taking action, lack of compelling content, who wants to follow their advisor on Facebook…to name a few. I, for the most part, have told advisors to concentrate on...

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