50 Ways to Leave Your Lover

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“50 Ways to Leave Your Lover”

and Other Reflections on Succession Planning for Financial Advisors

 

At Jones Graham we are often asked for some rules of thumb when either selling or acquiring a practice. While every situation is different, we have found there are seven cardinal rules that exist for both buyers and sellers of Wealth Management  practices. Much of what is discussed below might seem like common sense, but in reality we’ve seen common ...

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How To Write a GREAT Cover Letter

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What is the Purpose of a Cover Letter?

On the surface, cover letters seem simple. But once you actually get into writing one, you start to understand that it’s more complicated. Your cover letter does need to be simple and quick to read.  This is probably your very first introduction to whoever it is that you are writing to.  That person is who you need to give you a chance at a job, so it’s really important ...

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Here’s what’s missing from your job description.

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Now that it’s easier than ever to outsource a job to someone cheaper (or a robot) there needs to be a really good reason for someone to be in the office. 

Here are a few ideas:

  • Add energy to every conversation
  • Ask why
  • Find obsolete things on your task list and remove them
  • Treat customers better than they expect
  • Offer to help co-workers before they ask
  • Feed the plants
  • Leave things more organized than you found them
  • Invent a moment of silliness
  • Highlight good work from your peers
  • Find other great ...
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Go Big or Go Boutique! Moving off the Grid

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When I started in the financial services industry 20 years ago there were so many options for advisors to present their unique service offering. Today we have come full swing once again through the expansion of boutique firms creating value for clients and a better life for advisors.

First a little history…

The Disappearance of “Independents”

Many seasoned advisors refer to the nineties as “the good times” due to the wide variety of choices ...

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Exit Interviews – Why They Are Important for Employers AND Departing Employees

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The information that employers gain from an exit interview will do more than show what’s working and what’s not working within the company or team.  Understanding the real reasons an employee leaves should be incorporated into the hiring process.  Insights gained from the exit interview can be used as prescreen questions for new hires.

Exit interviews are a chance to keep relationships civil and open for both sides. I caution exiting employees here to NOT use this opportunity to vent or ...

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How to Elevate your LinkedIn Profile

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Over the past few years, LinkedIn has become of the most important social media websites for business. Why? It offers us a better way to network with our colleagues in the same industry. Not only that, but it allows us to reach our clients on a whole different platform.

To effectively use this tool to boost your audience reach, you have to make sure your profile is up to snuff. Here are a few tips and tricks you can apply ...

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Infographic Resumes, the hottest thing!

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This article isn’t about Ashton Kutcher, well maybe a little bit!  He has certainly become a software Guru by Investing in a few key players in the Startup Software world; Uber, Skype, Spotify and Airbnb, just to name a few.  

His latest investment is in KickResume.  

The easiest, fastest way to build a cool infographic resume.  With KickResume  you can build a personal brand website, something I have been recommending to candidates for years!  Now there is an easy, ...

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The Best Ways to Improve your LinkedIn Profile

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Just having a LinkedIn profile because someone told you every professional should have one isn’t really enough. You have to keep it updated and make it attractive to Hiring Managers and Recruiters as well as attractive to the spiders and algorithms that crawl LinkedIn and the internet.  LinkedIn has millions of profiles just like yours and if you want the right people to notice you, there a a few things you can do to help you make it better.

LinkedIn wants you to have ...

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