An Advisor’s Role in Digital Estate Planning

Feb 21, 2019

We all think we’re going to live forever (spoiler: we’re not). But our digital lives? That’s another story entirely.

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Modeling Your Service Process

Feb 14, 2019

You’ve documented your investment process. But how many of you clearly describe what is just as important, totally independent of the markets, and completely under your control – how you service your clients.

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When Your Plan Doesn’t Go as Planned

Feb 12, 2019

Business and personal planning (and everything in between) doesn’t always play out perfectly.

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Confidently Becoming More Referable in 2019

When you truly involve and engage your clients in your relationship, good things happen (good things being more referrals).

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How to Get a Reputation on Social Media (in a Good Way)

You have the opportunity to literally be in the palm of your clients’ and prospects’ hands every day – are you taking advantage of it?

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Have You Cleared the Clutter from Your Advisory Business?

Jan 31, 2019

Every month, the Practically Speaking team gathers to discuss the results of our content and social media activities. We look at which topics have generated interest, we share feedback that […]

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Why Convenience Pays Dividends with Clients

Jan 29, 2019

If working with you feels like… well… *work* to your clients, there’s probably too much friction in your interactions. But there are ways you can make things more convenient for them.

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Market Volatility = Advisor Growth Opportunities (Seriously)

Jan 24, 2019

In these volatile times, you’re talking to your clients. You’re reinforcing their financial plan and goals. But are you using this opportunity to redefine your client acquisition strategy? (You really should be.)

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Business Planning for the Business of You

Jan 22, 2019

We all aspire to reach new plateaus professionally, but are we actually organizing ourselves to succeed?

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These 5 Trends Should Get You Off the Social Media Sidelines

Social media has gone from “trendy” to creating trends that all businesses should consider and learn from. These 5 may have you calling an audible on social media.

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