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Consider this: over the next 30 years, $30 trillion is expected to be passed down from baby boomer parents to their Generation X (1965-1980) and Generation Y/millennial (1981-2000) children.[1] And 66% of those children do not retain their parents’ financial advisors after they receive an inheritance.[2] As a result, many advisors are seeing their asset base – as well as the value of their business – shrink amid this generational wealth transfer.

According to a recent survey by InvestmentNews, advisor respondents said that lack of a relationship with clients’ children was the biggest obstacle to retaining assets passed to heirs.[3] Clearly, the writing is on the wall: to ensure the long-term health of their business, advisors must find ways to connect with their clients’ children and become...

Tips for Generating Leads on Linkedin

You don’t have to spend a ton of time on Linkedin in order to be effective, it is more important that you are consistent. Try to set aside about 15 - 30 minutes each week to review your Linkedin connections and groups and engage when you have the opportunity. After a couple of...

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5 Traits of the Most Successful Advisors

Originally posted by Maggie Crowley on Advisor Websites

Professionals in the financial industry often have alot in common: more often than not, we’re morning...

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Top 5 Blogs for the First 5 Months of 2013

The first five months of 2013 are just about over, making it a good time to recap the top five blog posts thus far. If you’ve missed them, here’s your chance to catch up on the posts our readers were most interested in these past five months:

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How Sales Analytics Provides Insight into the Health of Your RIA

Contributed by Tim Norton, Client Enhancements at Trust Company of America

How much do you really know about the health of your RIA?

A comprehensive sales analysis is one of the best ways to gain insight into the health of an RIA. Sales Analytics, Trust Company of America’s...

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