William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC

CONNECT

Address:

8816 Six Forks Road
Suite 301
Raleigh, NC 27615

Phone:

919.719.3839

Blog

AGAINST ALL ODDS

June 19, 2017

One of the biggest challenges facing the financial services industry today is helping inexperienced advisors get started in the business and leading them to build a sustainable career.  Today, we will highlight two young men who have done just that with the help and support of a team at our firm in Raleigh, NC. 

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PROGESSION OF LEADERSHIP

 

October 3,2016

Leadership is a funny thing.  You don’t typically realize that you’ve lost influence until it is long gone.  I’ve been led in multiple ways over the course of my personal and professional life and have noticed that my perception of leadership has evolved dramatically as I age.  

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EMBRACE CHANGE

April 12, 2016

The financial services industry has undergone significant change over the past 15 years - regulation, taxes, product offerings, access to information, and legislative shifts, to name a few. Now, more than ever, it is important to brace ourselves as the fiduciary standard is being debated in Washington. This, like most legislation, will alter the financial services landscape yet again.

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