Practice Management
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Digitally Connecting to Clients
As many advisors have discovered, developing a robust social media marketing strategy is no longer a “nice to have,” but has become essential to connecting with clients, reaching new prospects and improving profitability.
Peer-To-Peer
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The Odd Index or Two
More than a century later since the founding by Dow Jones of the world's first stock market index, we’re still trying to predict the direction of stock prices and track broader economic activity through the use of these analytical indices, some of which have very odd names.
Markets and Investments
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Preparing for a Bear Market
Have you prepared your practice to weather the turmoil and financial consequences of a bear market? In many cases, the answer is, sadly, “no.”
Industry Trends
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Subscription Model for Financial Services
The movement to subscription-based services is likely to grow further—and spread to financial advice—Millennials, who are favorably inclined toward subscription pricing, assume a more dominant consumer role.
Work/Life Balance
LATEST
Surviving the Holidays
It’s that time of year again when we tend to overeat during the holidays … decide today that this year it will be different. Establish a good strategy now, before it’s too late. If you do, you’ll thank yourself for not having that extra slice of leftover Thanksgiving pie.
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