My Parting Words: 4 Key Takeaways for Advisors

Mar 6, 2018

This week, Missy shares her top 4 final insights, gleaned from her years of compiling knowledge and research into blog posts.

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Referrals: The Lazy Advisor’s Growth Plan

Growth is not a product of laziness; satisfactory service and generic requests will not garner referrals. Visualize and build your brand to grow your business.

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Listen Up: 5 Podcasts to Fine Tune Your Social Media Game

The nature of social media is that it’s often changing: new technologies, improved practices, updated data. You can keep up and use your time wisely if you find a podcast or two with expert advice. Here are 5 solid options.

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Advisor Business in a Fiduciary World

Feb 22, 2018

No one has a crystal ball, but if you did…what does your future look like with the fiduciary rule in place?

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Facing Down the Legacy Software Dilemma

Feb 20, 2018

When it’s time to replace your firm’s legacy software, it may be best to rip off the bandage.

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Volatility on Display: Another Micro-Moment

Feb 15, 2018

Market volatility highlights whether you a) act on micro-moment opportunities, and if b) your (hopefully) scalable practice allows you the time to do so effectively.

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5 Ways to Take Action on the New Tax Cuts Act

Feb 13, 2018

A year from now, we’ll be in the first tax season of the new tax bill. Your clients and prospects could use your counsel now to move forward in the right direction.

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Techno-Advisor: The Mechanics of Good Service

You’re not all that different from a small bike shop. You’re both trying to combine proven processes and automation (like a chain) with personal, high-touch relationships (like a neighborhood business). So how can you combine the best of both worlds?

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4 Keys to Attracting Young Talent (Hint: It’s Not Flexible Work Hours)

The hiring process can be a lengthy and complicated process. As you look to hire the next generation of young talent, focus on the things that actually matter to them to make this process a little less arduous – for both parties.

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Living in a Financial Bubble

The market may still climb – or it might not. Either way, your clients are more likely to consider your advice when things are calm. Advise them now for the prospect of bumpy volatility.

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