Practice Management
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FREE 14.1 – VIEWS – Four Best Practices for Onboarding New Clients
Client confidence in the advisor rises when the onboarding process runs smoothly, reinforcing the advisor’s value proposition—an easier and more efficient path to financial security. Therefore, it is well worth spending the extra time on envisioning and implementing the ideal onboarding process.
The Future Series
LATEST
Solving for Droughts and Wildfires
The current drought in the West ranks one of the driest periods in the last 1,200 years. By one estimate, nearly 98% of land across 11 Western states is abnormally dry, with more than 90% in some stage of drought. Worryingly, the top five states in population growth are in the West or Southwest, putting additional pressures on an increasingly scarce resource.
Markets and Investments
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The Attraction of “Buy Now, Pay Later” Platforms
Consumer fintech lenders have come up with a technology-based, 21st century restyling of the buy now, pay later idea that offers wider payment choices and transparency around the payment schedule and interest payments.
Industry Trends
LATEST
Financial Illiteracy: When Will We Learn?
Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.
Work/Life Balance
LATEST
Avoiding Restoration Scams
The target of restoration scams tends to be older people who often have immediately available funds, are prone to be more trusting, are less likely to report a scam out of embarrassment and are seen as less reliable witnesses due to memory deterioration.
Recent Videos
