AI: Sifting Through the Hype

Jun 19, 2018

If you’re unsure what AI is exactly, and what it means for your business, Russ and Raef break it down in this first in a 3-part series of AI posts.

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Timeless Tips for #TBT

Jun 14, 2018

Throwing it back to when being different was your differentiator. Actually that’s still true.

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Summertime, Time to Sit Back and Unwind

Jun 12, 2018

You can slow down, but don’t take the summer off. Maintain – or build – client relationships with a little something to break the monotony.

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Anniversaries: Forward-Thinking Milestones

Every year, we use our blog-iversary as a time to reflect, then renew and refocus. Consider this practice for your firm.

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The Client Experience Premium

A recent PwC report shows consumers – including your clients – are willing to pay for a better-than- average experience.

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Advisor Value: Turning the Question Around

May 31, 2018

It’s a great idea to know who owns, manages, completes your firm’s functions. And then to understand which of those are valuable to your clients.

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Tuning-In to Your Clients on Social

If you can’t hear a cacophony of clients on social media, it’s because they’re not so loud about it. Or you’re tuned into the wrong channel.

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The Importance of Purposeful Coaching Programs

May 24, 2018

Last year we asked if yours is an enterprise or lifestyle firm. Your answer to that influences a lot of your choices, including whether a coach – and what kind of coach – is right for your business.

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QCD: A Tax-Savvy Strategy That May Help Manage IRA Distributions

May 22, 2018

Itemizing isn’t what it used to be, but consider this option for your clients of a certain age.

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The New Normal for Advisors…

May 17, 2018

Keeping up with expectations of clients is a delicate balance of innovating and keeping your firm in a state that’s ready for change. Here are a few influences that can combine to change our industry.

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