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June 2, 2021
Explain Client Services on Handling a Mistake

As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it might not seem like it, mistakes […]

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June 1, 2021
Tuesday Comic - Hands up
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May 26, 2021
How to Communicate the Value of Behavioral Coaching

One of the most valuable services you bring to the table as a financial advisor is your ability to help clients identify biases and avoid making rash decisions based on fear or other powerful emotions. According to a study by Vanguard, this behavioral coaching alone accounts for as much as half of the value you […]

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May 25, 2021
Tuesday Comic - Investment Statement
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May 19, 2021
The Forgetting Curve and the Vanishing Value of Financial Advice

Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]

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May 18, 2021
Tuesday Comic - Cats

Making your day brighter through comics.

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