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Wealth Management Morning Memo

NOVEMBER 11, 2019

INDUSTRY

Advisor Growth Community Comes Out of Beta with Price Increase, Freelance Marketplace

Diana Britton

The Advisor Growth Community will open up to new members in January. Here's what you can expect.

FULL ARTICLE

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CLIENT RELATIONS

Emotional Intelligence A Must In Navigating Client Relationships

Patrick Donachie

Alumni of Schwab's Executive Leadership Program talked about the need to encourage advisors to raise their "emotional quotient" during a panel discussion at Schwab's IMPACT Conference.

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INSURANCE

Don’t Forget the Value of Life Settlements

Bill Boersma

Policy owners can benefit greatly from a simple concept.

FULL ARTICLE

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TEN TO WATCH

PEOPLE

Ten to Watch in 2020: Doug Scott

Patrick Donachie

Doug Scott is co-founder and CEO, Ethic.  

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PEOPLE

Ten to Watch in 2020: Teri Shepherd

Patrick Donachie

Teri Shepherd is president, Carson Group.  

FULL ARTICLE

The Daily Brief

INDUSTRY

LPL Pulls in $400 Million in Assets With New Recruits

Asia Martin

LPL Financial adds advisor Christopher Sweeney and Hege Financial Group after a robust recruitment in the third quarter.

FULL ARTICLE

TECHNOLOGY

StockCharts.com Now Tracking Cryptocurrencies

Davis Janowski

A roster of 15 cryptocurrencies, for now, can be tracked on the site.

FULL ARTICLE

TECHNOLOGY

Infinex Financial Group Partners With Jemstep For Advice Platform

Davis Janowski

Invesco subsidiary Jemstep's Advisor Pro offering will be added to the Infinex broker/dealer platform

FULL ARTICLE
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