Your Morning Cup of Links: Segment, Know Thyself, and Evolve

After a couple weeks of speaking at conferences and meeting with advisors, I’m finally  back in the office and ready for a coffee break.  It’s also my chance to dig […]

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Check Yes for an Efficient Advisory Practice

Last night, I was in a fit of exasperation with my two young sons (ages 5 and 7). It seems that they “forgot” that they have to brush their teeth […]

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Getting Your Future Clients in the Door (No Crystal Ball Required)

Feb 28, 2012

If we could predict the future, I would bet many of us would not be working today (I’m thinking some place tropical, on the beach and lots of umbrella drinks. […]

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Olympic Gold Winners: What’s Their Secret?

Feb 21, 2012

The following article is a guest post by Ellen Rogin, CPA, CFP® – a wealth advisor, abundance activist,  and a nationally-known expert on living a life of success and prosperity. What if […]

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Your Morning Cup of Links: Women and Advisors

Feb 16, 2012

I just saw the results of a survey from Hearts and Wallets that says women are the sole head of 32% of U.S. households, an 18% increase throughout the past five […]

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Would You Buy Your Own Book?

My February calendar has become an endless list of flights, hotels and speaking assignments at conferences. The locations are great (Florida twice, Las Vegas, Dallas, etc.) but I rarely see […]

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Bringing Home the Lombardi Trophy… To Your Practice!

The following is a guest blog post from Brian Briggs, Investment Analyst for the Investment Case and Analysis Team  – a value added service from SEI’s Practice Management Solutions. As the […]

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Great Expectations: At What Cost?

When I meet with advisory firms, one of my favorite questions is “What sets you apart in your business and your community?” I wait a second then follow up with […]

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Capturing Opportunities to Show Your Value

Jan 17, 2012

Last week, I wrote about using your end-of-year review to look at your client’s estate plans and do a beneficiary check-up. It just makes sense that once a year or […]

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Seven Questions to Ask When Reviewing Your Clients’ Estate Plans

Jan 11, 2012

2011 just ended as another challenging year. Most of us are happy to be rid of it and look forward to hopefully better things on the horizon. Although it is […]

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