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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Five Tax Reform Points for 2018

The recent tax reform won’t affect 2017 tax year filing, but does have investment planning implications you should be mindful of throughout 2018.

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Webinar: The Future of Advice Management

Jan 25, 2018

It’s webinar time – this month is a sneak peek into the future of advice management.

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5 of the Worst Things You Can Do on Social

Misappropriation of hashtags is punishable by lack of interest/traction for your post. And it’s one of the few never-changing practices of social media and on Heather’s list of no-nos.

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The Most Miserable (Planning) Day of the Year

Jan 18, 2018

Scientifically, Blue Monday isn’t a thing. But it feels real. Now that it’s past, you can re-focus on feeling good about your strategic planning. And by midsummer – when we have the Happiest Day of the Year – your business could be thriving.

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Advisor Learnings From Meltdown and Spectre

Jan 16, 2018

The latest round of security vulnerabilities are now public knowledge. You should always be up to date on the known threats, how they could affect your firm’s tech and how they affect the public at large – aka your clients.

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