Do You Have the Right Marketing Mindset Going into 2019?

Jan 10, 2019

Before you get too far in executing your 2019 plan, you should turn a critical eye towards your marketing mindset.

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Advisors: What’s Your Purple Goldfish?

If you’re not offering consistent and surprising value, you’re not differentiating yourself. And that’s when you miss opportunities to wow your clients, grow your business, and thrive.

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Not the Same Old New Year’s Post

Our end-of-year survey suggests advisors already wanted to improve communications and client education. And the current economic environment will force them to stick to those resolutions.

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The Gift of Volatility

Dec 18, 2018

After years of ever-improving markets, one of the gifts of 2018 is perspective. Your end-of-year message to clients can focus on action items that are in your control and not so tightly-linked to markets.

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Driving Content Via Social

Dec 13, 2018

Earlier this week, we formally introduced you to our podcast. Now here’s a little background on how we got here and how it can help you – by listening and doing.

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Ending 2018 With A Bang: The Practically Speaking Podcast

We’re excited to offer our readers a new way to get practical practice management advice. The Practically Speaking Podcast is live!

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Holiday Book Club

There’s nothing about a guy coming down the chimney in these books, but reading them might help you deliver a consistent customer experience like he does.

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Custom Portfolios vs. Models: Worth the Risk?

Nov 29, 2018

If you’re building a custom portfolio for every client, you may be doing them (and ultimately yourself) a disservice. Don’t believe me? I’ll count the ways.

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Growth vs. Value (To Your Firm)

Nov 27, 2018

There are two modes to career building; growth and value. Assess which one you’re in (or should be in) to help make your next move.

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