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BlogsManagement, In Practice

Day of Reckoning?

Lee Conrad
February 10, 2012

Clients are inclined to love their advisors even if they hate the industry. That’s customer loyalty, for sure, but public sentiment has changed before.

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The More Things Change

Lee Conrad
February 3, 2012

Our stories from 10 years ago look similar to our articles today. I know that we're not just rerunning old copy, so why is that?

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An Audience of One

Lee Conrad
January 27, 2012

The cultural gap between banking and brokerage is something you need to try to overcome. Don’t wait for the branch manager to do it.

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The World Is, Well, Global. Should You Be Too?

Lee Conrad
January 20, 2012

The business world is getting more global. Does that mean you should be following suit with your practice? Based on conversations I’ve had with some bank advisors over the months, and especially in the past few weeks, most would probably rebuff that idea. But I’m not so sure.

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