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March 3, 2014

When Clients’ Adult Children Have Their Hands Out
The situation calls for tact and “confessional distance.”
Sell Your Firm While It’s at Its Strongest
An honest look at threats and opportunities can kick-start the process.
The Stars Are Aligned for Firm-Hopping This Year
Short- and long-term trends are driving FAs to switch employers.
Multitasking Doesn’t Make You More Productive
Getting your work done efficiently and well takes focus.
Research Vault
Building a Business — Not Just a Practice
Nurturing professional management, providing competitive compensation and using technology for scale are among the keys to creating value you can monetize.

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