Wednesday, March 27th, 2024
A topical newsletter from PLANADVISER
Team Management
Strong teams are not only crucial for the success of an advisory practice, but the clients that it serves. The stories below consider trends in team management ranging from succession planning to expirements in AI-backed assistance.
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PRACTICE MANAGEMENT
Managing a Team Through Transition
Business planning expert Cynthia Turoski shares considerations business owners should prioritize.
Veiw Points
Leading Teams Starts With Mindset Shift
Many advisers rise through the ranks due to success with clients, but leading often takes other skills, writes a Hartford Funds VP of applied insights.
CLIENT SERVICE
OneDigital’s AI Experiment: A ‘Cheppy’ for Everyone
The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear human advisers remain the top talent.
PRACTICE MANAGEMENT
Training New Advisers for Client Retention
Newcomers need guidance from seasoned counterparts, but they should also be ready to jump in impromptu.
PRACTICE MANAGEMENT
How Financial Advisers Can Beat Out Popular ‘Finfluencers’
Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.
DATA & RESEARCH
Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance
The program aims to support diversity in the financial services industry.
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