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Archive for April, 2011

3 Reasons You Should Document Client Meeting Notes

Thursday, April 21st, 2011

Ever return to your office at the end of the day, take out your notes from the day’s meetings, and try to document the important details?  How much information do you remember from the first meeting of the day? Did you know that 2/3 of our short term memory is lost one hour after our […]

Finding the “Suite” Spot for your Independent Practice

Wednesday, April 6th, 2011

Now that you are independent and out from under the umbrella of your former employer, let’s look at your office space. Where will it be? Where will your clients meet with you? You want to grow your practice, but can’t anticipate the time frame, size and space right now.  You also want to minimize start […]

5 Simple Strategies for an Efficient Transition

Friday, April 1st, 2011

By Thomas Zaccaria, CFP® Owner – TWAMS Advisor Services LLC Making a change is never easy. Whether you are Going Independent from a wirehouse or changing broker dealers, the transition will set the tone for your business going forward.  Staying organized and working with a prepared process plays a critical role in keeping things on […]

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