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Posts Tagged models

Mental Models And Their Importance In Upselling Free white papers, case studies, magazines, and eBooks

We make decisions based on ideas and mental models of the people we interact with. Our brain uses these models to categorize information and guide behaviors. Without them, we would have to start every interaction from scratch. However, our mental models have at least two important flaws: they are not very extensive and they are not always accurate. Learn how virtual attendants support employees by providing more accuracy, structure and focus to the mental models they form during live customer interactions.

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Free Human Resources Magazines and Downloads from vcdynamics.tradepub.com

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Charting your own course: 5 business models for the modern RIA Free white papers, case studies, magazines, and eBooks

Going independent unlocks more flexibility for advisors to serve their clients and grow their businesses. But the Registered Investment Advisor (RIA) channel has become more than a place to break free from traditional advice models. It’s the destination of choice for advisors in search of a better way of doing business – one where advisors and their clients can thrive.

Explore this whitepaper and take a closer look at:

  • The growth of the RIA channel
  • Benefits of independence
  • Differences among five business models for the modern RIA
  • Experiences of advisors who chose independence

You’ll also receive key questions to ask yourself as you consider each model. 

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Free Finance Magazines and Downloads from vcdynamics.tradepub.com

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