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Of Interest Rates and Inversions

Of Interest Rates and Inversions

Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting...
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Dealing with Panicked Clients

Dealing with Panicked Clients

“Remain calm!  All is well!” Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene...
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Appealing to Millennials Part 2

Appealing to Millennials Part 2

Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ...
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Appealing to Millennials Part 1

Appealing to Millennials Part 1

Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these...
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Good reasons to always be acquisition-minded

Good reasons to always be acquisition-minded

You may not remember the 1992 movie “Glengarry Glen Ross,” but you’ve probably heard Alec Baldwin character’s admonishment to his sales team: “always be closing!” For today’s mid-sized and larger RIA firms, a better piece of advice is “always be acquiring!” It makes...
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SBA funding for RIAs may not be the best choice

SBA funding for RIAs may not be the best choice

An RIA ready to pursue a growth strategy will probably need some degree of outside funding. And since most RIA firms view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help of a local...
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