It’s Crunch Time
@AdvisorCrunch
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The algorithm for advisor success. @TangibleAlpha by Grant
Joined March 2014
@"Stop Guessing: Track This One Thing and Your Growth Becomes Predictable" https://t.co/IcNhdKz2Om on @LinkedIn
linkedin.com
Advisors don’t plateau because they lack potential. They plateau because they measure everything except the behavior that drives their growth.
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Your roadmap isn’t in someone else’s KPI sheet—it’s in your STAC system.
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https://t.co/BoeyujcusF gets folded into Future Proof, with vast staff reductions; CEO Salim Ramji says Vanguard 'turned the corner' on tech woes, but slams door on crypto
riabiz.com
The 24 year-old publication about exchange traded funds may need more event revenue to thrive; Vanguard's new CEO brings the authority of having been on Wall Street but has grooved to the Vanguard way
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@"🎯 From Surface-Level to Shared Ownership" https://t.co/QKhBy85tal on @LinkedIn
linkedin.com
The right question, at the right moment, with the right visual — that’s the unlock. Most advisors stop short.
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AI to Alpha Ownership Future Proofing Expertise https://t.co/IjNngoLQaF via @YouTube
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Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black Diamond, Tamarac, Addepar, Advyzon -- to tout countering performance data and stories of triumph and momentum
riabiz.com
The top four performance software makers have grown their administered assets by an average of 177.6% in the last five years, but it's still a horse race when it comes to 2030 and beyond
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@"🎯 From Surface-Level to Shared Ownership" https://t.co/QKhBy85tal on @LinkedIn
linkedin.com
The right question, at the right moment, with the right visual — that’s the unlock. Most advisors stop short.
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