Advisors: Who Is Your GPS, Part II

Jan 15, 2013

Not a month goes by without at least a few emails from readers (new and old), commenting on a post that I wrote 18 months ago. The post, “Advisors: Who […]

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Advisor or Business Owner? You Tell Us.

As an independent financial advisor, your time is divided. Sure, you’re advising clients – but you often find yourself playing business manager, human resources director, technology officer and more. (No wonder you’re […]

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Is Your Book Ready for 2013?

I hope each of you enjoyed ringing in the New Year and are rested, refreshed and ready for 2013. I am still shocked and disappointed in my third-place finish in […]

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Ugly Sweater Winner Crowned.

Dec 24, 2012

Today was our annual ugly sweater contest, and I was robbed. (Third place, are you kidding me??) I mean, take a look at the pictures below! From our team to […]

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The Results Are In: Advisor Sentiment Quick Poll

Dec 20, 2012

At the end of each year, we ask you – our advisor clients and prospects – for your perspectives on the economy. How was your year? What’s on the mind […]

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Shorts: Holiday Parties and What Not to Say (or Wear)

Dec 13, 2012

“Shorts” is a newer feature on Practically Speaking, featuring posts that I thought were important, but didn’t warrant a full article. *************** It is that time of year again. One […]

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Checking It Twice: 12 Days of Christmas and Year-end Lists

Dec 11, 2012

Each year at this time, we are deluged with lists. SI’s Sportsman of the Year just came out. So did Barbara Walters’ most fascinating people of 2012 (I guess I’m […]

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Which Is a Better Investment: You or Powerball?

Last week, there was a lot of hype and news coverage about the large Powerball drawing. Personally, I have been keeping a low profile the last few days, as I […]

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What Fiscal Cliff Scenario Are You Planning For?

Nov 29, 2012

I think it was Nick Murray who called them lifeboat drills. He suggested calling your clients in good times to prepare them for the inevitable downturns in the markets. By […]

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Your Morning Cup of Links: Thanks for Reading!

Nov 20, 2012

I’d like to take this opportunity to thank each of you for reading this blog, and for providing your candid feedback. I enjoy sharing my experiences and insights with you, […]

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