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March 30, 2022

5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read

Whether you’re trying to grow a new practice or just maintain the competitive edge of an established one, you can always benefit from adding new insights and knowledge to your toolbox. One of the key methods for doing that is reading the latest research and business advice to stay up to date on new techniques, […]
March 29, 2022

Tuesday Comics 

Making your day a little bit brighter through comics.
March 22, 2022

Tuesday Comics 

Making your day a little bit brighter through comics.
March 16, 2022

Financial Advisors: Quit Talking about Returns. Start Talking About Financial Goals

When financial advisors try to “justify” their fees, the first thing many turn to is portfolio returns. On the surface, it makes sense. “If you pay me this fee, I’ll help you get this much back in the form of improved returns.” However, portfolio returns are just one narrow dimension of the value you provide. […]
March 15, 2022

Tuesday Comics 

Making your day a little bit brighter through comics
March 9, 2022

How Financial Advisors Can Help Clients Avoid Phishing and Identity Theft Attempts

Phishing and identity theft are on the rise, not just through email but phone calls, texts, and even in person. In 2020, the FBI received nearly 800,000 reports of phishing, totaling $4.1 billion in losses for the victims of those schemes. The number of reports increases each year. As a financial advisor, preparing your clients […]
March 8, 2022

Tuesday Comics 

Making your day a little bit brighter through comics
March 2, 2022

How to Strengthen Your Team with Ongoing Employee Training

An often overlooked but surprisingly effective way to improve productivity and strengthen company loyalty is providing ongoing employee training opportunities. Financial advisory teams can benefit enormously from implementing a culture of ongoing learning that allows each member of their staff to discover and pursue their career goals. Here’s how it can benefit your business and […]
March 1, 2022

Tuesday Comics 

Making your day a little bit brighter through comics.
February 23, 2022

6 Things Your Team Should Be Delegating to Technology

As advisors and business owners, you already know the power of delegating to your team—but is your team taking full advantage of the power of delegating to technology? Doing tasks manually that you could easily have been done by technology eats into time that could be better spent meeting with clients and doing the high-level […]
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