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Advisors4Advisors To Require That You Are A Member To Attend Its Live Webinars

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Advisors4Advisors will require you to be a member to attend live webinars starting Friday, September 28. Please join A4A now to avoid missing out.   I started the Financial Advisor Webinar Series four years ago and it’s a labor of love, a privilege. But producing the sessions week after week is a lot of work and I need to defray the cost of doing it.   Here’s what you get by joining A4A:   Why Join Advisors4Advisors from Advisors4Advisors  

Please Join Advisor4Advisors

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If you are not paying A4A’s $60 a year fee, please do. I’ve been slowly going about the droll business of getting sponsors. This is not how I want to spend my time. But we do need your support. 

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For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers

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At dinner last night here at the FPA Business Solutions in San Francisco, an advisor who manages a successful practice told a story about how he came to buy his practice from its former owner. It’s instructive and inspirational.   The original owner, who was in his mid-60s, wanted to wind down his career and met his much younger successor at an industry gathering. The owner took an instant liking to the serious young advisor who was just getting started with his business. Within minutes of meeting, the owner asked the much younger advisor if he would be interested in moving from th

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Talk To Me, Readers: Do You Value Aggregated News About Financial Advising Or Would You Prefer More Original Analysis And Opinion?

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Scott Martin just posted a little ditty about a story in Financial Advisor magazine featuring a couple of advisors who have built successful firms in these challenging times. It's a great story. It occurs to me, however, that I have not asked lately if you value our advisor-news aggregation.  We have a couple of reporters scouring the Web daily for stories worthy of your attention. How are we doing?

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The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

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Advisors4Advisors, a practice management website for investment advisors, recently released a series of reports on the most popular portfolio management, financial planning, and CRM applications used by financial advice professionals.   A4A has about 4,500 members and nearly half of them have told us which apps they use to run their firms.   Seventy percent of A4A’s members are not affiliated with a broker/dealer, while 14% are registered reps and 16% are dually-registered. Ninety-five percent of A4A members are owners, partners, or financial advice professionals, while

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