WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The decline in the regulatory authority’s operating revenues is expected to be offset by previously-announced fee increases on member firms. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Skafco, which includes financial planners Rod Skaf and Wayne Niles, operates out of Dublin, Ohio; both planners have more than three decades of experience in the industry. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Ari Galper | | In my work with Financial Advisors, I’m still amazed at how many highly qualified new-client opportunities seem to “slip through their fingers”… DOWNLOAD NOW |
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| PROSPECTING | | | | Penny Phillips | | Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business. WATCH NOW |
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| HIGH NET WORTH | | | | Low De Wei | | What you need to know about the businessman who managed to secure the most expensive work by an American artist sold at auction. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Commonwealth Financial Network | | Follow these steps and see how the move to independence can be one of the most rewarding decisions you’ve ever made—for yourself and your clients. LEARN MORE |
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| ADVISOR INNOVATIONS PODCAST | |
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| Brian Portnoy on Helping Clients Rethink Wealth | |
| David Armstrong | |
The founder of Shaping Wealth explains why the true definition of wealth should be “funded contentment,” or the ability to live a life of purpose and meaning.
Sponsored by LPL Financial
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Vise | | Join this webinar on Thurs. May 12, as DreamWorks Animation co-founder and CEO Jeffrey Katzenberg discusses the role of storytelling in building businesses, from media and technology companies to financial advisor practices. REGISTER NOW |
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