business shoes decision making
Five Tips for Better Decision Making
Dec 06, 2016
Too often advisors put off major decisions in search of the perfect solution. A better strategy is to make good decisions and execute on them quickly.
sad holidays
When “Happy Holidays” Is an Oxymoron
Dec 06, 2016
Create personalized holiday cards that support your clients in ways others don't.
Treasury Department
Public Hearing Held on Proposed Section 2704 Regs
Dec 06, 2016
Five hours of oral testimony presented
advisors suits
DOL Rule Weighs Heavily on Advisors as New Year Approaches
Dec 05, 2016
A mere 11 percent of advisors say they feel ready for the implementation of the new regulation, which takes effect in four months.
Wallet-fitness
2016's Best and Worst Cities for Financial Stability
Dec 02, 2016
Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any client looking for a change of scenery.
Kerry Walls
My Life as a Client: Appalled by Gossip
Dec 01, 2016
Do you really have a clue what your clients say about you when your back is turned? Here’s how Kerry Walls, a 60-year-old business and executive coach in Portland, Ore., assessed her advisors.
working mother mom
High-Earning Moms Get Socked With 10% ‘Motherhood Penalty’
Dec 01, 2016
Meanwhile, men get a fatherhood bonus.
To Grow or Not to Grow:
Sponsored Content
To Grow or Not to Grow: A Financial Advisor’s Dilemma
Dec 02, 2016
Most financial advisors will make a choice: grow their business or slowly disengage from it. Which choice is right for you?
client feedback
Sponsored Content
Harnessing the Power of Client Feedback
Dec 01, 2016
Use client input to make informed decisions about your business.
Videoconferencing with Clients
Sponsored Content
9 Best Practices for Videoconferencing with Clients
Dec 02, 2016
Before you offer this service, do your due diligence to make sure it is viable for your practice.
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