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BluePaper Bullets Week of 11/12/17

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BluePaper Bullets Week of 11/05/17

BluePaper Bullets Week of 10/29/17

  • James Gorman is singing “Hotel California.” Will Morgan Stanley FAs be singing the blues?
  • Morgan Stanley makes the first move. So, what happens now?
  • The Non-Protocol Transition, It's Time to Go Old School
  • Morgan Stanley Protocol Spoofs, Parody, Memes and Satire.

BluePaper Bullets Week of 10/08/17

  • Acquired Clients are Coming to Your First Meeting with 1 of 3 Viewpoints
  • Client Acquisition Transition & Retention Plan Variables
  • RIA Industry, Assets, and M&A Activity Dominated by $1 Billion+ RIAs
  • 8 Client Acquisition Retention Cautions

BluePaper Bullets Week of 10/01/17

  • The Critical First Impression with Acquired Clients
  • First Impressions Matter: An Experimental Investigation of Online Financial Advice
  • State of the Wealth Management Industry 2017
  • Borrowing from or Lending to Clients?
  • FINRA’s New Guidelines for Borrowing or Lending to Clients Explained

BluePaper Bullets Week of 9/25/17

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BluePaper Bullets Week of 8/14/17

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BluePaper Bullets Week of 5/29/17

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BluePaper Bullets Week of 3/27/17

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BluePaper Bullets Week of 3/06/17

BluePaper Bullets Week of 2/27/17

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