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CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business. Continue Reading.
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26 insights found.
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CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business. Continue Reading.
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At the heart of every financial advisory firm is the drive to help clients realize their ideal financial future. To accomplish this goal, today’s independent advisor takes on multiple roles within their firm: CEO, client services, financial planner, marketing expert, and tech support.This is as equally ambitious as it is unsustainable. Continue Reading.
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Today’s advisors are embracing business growth as more than just a means of increasing profits. Successfully scaling your business is a strategic move that unlocks a realm of opportunities, aligning advisors with dynamic markets and changing client needs. In a rapidly changing industry, the key to successful growth is the ability to be flexible. In…
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Concern about cybersecurity is everywhere, with investors increasingly focused on how safe their data is. It’s something that the Securities and Exchange Commission (SEC) is taking seriously, acknowledging that cyber threats pose a real danger to our financial markets. In 2022, the SEC proposed comprehensive rules that specifically address cybersecurity risk governance and disclosure requirements…
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Does your firm’s current software make you feel like you’re using a flip phone in an iPhone world? Today’s technology is moving quickly, and today’s advisors need to make sure they’re keeping up. You may think your existing tech is “good enough,” but good enough rarely is from a client experience perspective. Beyond that, research…
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Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to 5.50%. With the exception of the rate hike and slight wording changes – the “modest” pace of economic growth strengthened slightly to “moderate” – last…
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26 insights found.
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As Millennials (age 26-41) step into financial independence, they are facing high rent and housing costs, rising inflation, student loan debt, and a difficult job market. It’s an anxious time, especially for Millennials who remember the effects of the 2008 Financial Crisis. According to an Advisor Authority survey from Nationwide, while older generations are more…
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If you’re not already using social media as a marketing tool for your advisory practice, the question is, why not? A Putnam Investments Social Advisor Study shared that 83% of advisors credit social media for shortening lead conversion times, and 87% have gained assets using social media. Even if you’ve been successful without the help…
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LPL Financial LLC announced April 18, 2023 that CG Advisor Network (CGAN), an entity of the RIA CG Advisory Services, has selected LPL as its primary custodian and exclusive broker-dealer. They reported having served approximately $3.1 billion in advisory and brokerage assets*, previously at TD Ameritrade and Geneos Wealth Management. Headquartered in Haslett, Michigan, CG…
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When you think about what you want to do as an advisor, it’s probably not purchasing and maintaining disparate technology platforms, building bespoke portfolios, monitoring tedious compliance requirements, or running point on the back-office operational tasks burdening your day-to-day. It probably is focusing on your clients. And we know that demand for those client-facing services…
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Delivering an exceptional client experience is a key differentiator for advisory firms and a major part of building client trust. According to Shep Hyken research, 83% of customers trust brands or businesses more when they deliver excellent customer experience. And today’s clients are looking for more than just sound financial advice and strategy. They want…
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Developing your client base is vital for growing your business, but as the world changes, so must your strategies for lead generation. There are plenty of tried and tested marketing tactics for bringing in leads, but are they suitable for financial advisors, and, more specifically, will they work for your advisory business? The right lead…
