Browsing articles in "Practice Management"

Advisors: Does Your Staff Know Your Brand?

Apr 12, 2018

Brands are carefully cultivated – a similar theme throughout every touchpoint, mention, interaction. One of the best ways to ensure your cohesive message is heard, train your staff.

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Millennials: Good Hires and Good Ex-Employees

Mar 29, 2018

Each generation gets a “bad rep” label from those who came before. It seems the Millennials take extra heat for not playing by old-school playbooks. But John sees a lot of positives from the influence of those born in the 80s and 90s.

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Advisors: What’s Your Why—and Why It’s Important

Mar 22, 2018

Why do you do this? Take some time to reflect on your answer. It informs everything; your brand, your client relationships, your success.

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Planning 2.0: Coplanning

Your clients should feel like their plan is actually theirs, not yours. Making that plan should feel right in your office. Our new paper highlights creating a personalized experience.

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My Parting Words: 4 Key Takeaways for Advisors

Mar 6, 2018

This week, Missy shares her top 4 final insights, gleaned from her years of compiling knowledge and research into blog posts.

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Referrals: The Lazy Advisor’s Growth Plan

Growth is not a product of laziness; satisfactory service and generic requests will not garner referrals. Visualize and build your brand to grow your business.

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Advisor Business in a Fiduciary World

Feb 22, 2018

No one has a crystal ball, but if you did…what does your future look like with the fiduciary rule in place?

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Facing Down the Legacy Software Dilemma

Feb 20, 2018

When it’s time to replace your firm’s legacy software, it may be best to rip off the bandage.

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Volatility on Display: Another Micro-Moment

Feb 15, 2018

Market volatility highlights whether you a) act on micro-moment opportunities, and if b) your (hopefully) scalable practice allows you the time to do so effectively.

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5 Ways to Take Action on the New Tax Cuts Act

Feb 13, 2018

A year from now, we’ll be in the first tax season of the new tax bill. Your clients and prospects could use your counsel now to move forward in the right direction.

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