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The Technology Hassle Factor
Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the...
Is Your Broker-Dealer Transparent?
A financial professional hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting financial professional payout percentages, and it controls the price points for...
The Importance of Choice as a Financial Professional
I started in this business in 1983 with the Cigna Corporation doing fee-based financial planning on a consultative basis to clients. Cigna was one of the first firms to introduce a sophisticated comprehensive planning approach to helping clients meet their needs. More...
Choosing a CRM for Financial Professionals
Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don't like and try to fix it. Take land travel for example. As far as historians can tell, horse...
Becoming an Independent Financial Professional
Video Transcription Hi. My name is Ned Van Riper. I'm the Director of Advisor Recruiting with Independent Financial Partners. We're an SEC registered RIA, and as the breakaway financial professional movement continues to gain traction, I wanted to talk about the term...