Advisors: Is Your Referral Process this Good?

Apr 19, 2018

An older, but still relevant story of five advisors show us that getting a referral is great, but it’s just the beginning of gaining a new client #tbt

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How to Use the Tax Return to Increase Your Wallet Share

Apr 17, 2018

At midnight, the tax year resets, this time with new brackets and rules. A peek at your clients’ returns can guide you in finding the ways to help your clients and up your share of their business.

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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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Track 1: Brian Briggs

Apr 10, 2018

We have another new millennial blogger! It’s Brian Briggs. And by way of introduction he shares rule #1 of establishing credibility.

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Evolutionary Growth: The Firm that Evolves Together Grows Together

Your firm is either in the age of change or the age of preservation, which determines if this is the best of times or the worst of times.

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Meet Allie, and the Warmth and Competence Model of Client Experience

Your clients and prospects have a feeling about you. It’s formed pretty quickly, actually. Do you know where you fall in the warmth x confidence scale?

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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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Aggregation or Aggravation

Mar 27, 2018

Aggregation data is the foundation of good planning and investment decisions and our industry is becoming increasingly better at using it.

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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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After-Tax Season Is the Right Time to Talk About Roth Conversions

Mar 20, 2018

Your clients may have an aversion to paying taxes; we get that. However, there are ways to minimize the bite that taxes take. Consider new tax brackets and the pro-rata rule to determine if Roth conversion is beneficial for your clients.

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