High Technology Altering Client-Recruiting Tactics

Technology is changing some of the tenets of client recruitment in the wealth management industry, even when the targets are high-net-worth prospects with complex financial lives. Summit Financial Resources, a Parsippany, N.J., wealth management firm, skips its initial face-to-face meeting with clients and goes straight to teleconferencing. It’s not for lack of manpower; Summit has…

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3 Simple Action Steps to Living a More Inspired Life

Visualize Your Dream What do you aspire to achieve and experience in your life… personally, professionally, financially? Write it down. Create a vision board of your wildest desires. Allow your mind and heart to soar with possibilities. Believe and know that your innermost desires are attainable by allowing the spirit of your passions to drive…

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Get in Sync with Your Professional Purpose

Living out your purpose is doing what you naturally do exceptionally well and marrying it with your professional choices. Purpose is an individualistic gift we possess intuitively that shines in every category of our lives. You may be an encourager; always empowering others in their job, supporting mothers on the soccer field or shining light…

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The 30 Day Career Challenge

Connect with one person a day for the next 30 days. Step #1 Generate a list of key people from your network. Start with current colleagues, mentors and/or cross-functional team members that you respect.  Then jot down professional contacts from your past positions. Next, review your neighbors, friends, family and contacts from social groups you…

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Professional Purpose: Sustainable Success

Let your God given purpose catapult your career!  Purpose often sounds “woo woo” and is not generally applied to your career and business success, however I strongly disagree.  Purpose sets your success!  Skills are expected. Skill: (dictionary.com) the ability, one’s knowledge, practice, aptitude, to do something well competent excellence in performance; expertness; dexterity a craft,…

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