We are entering a new era of digital transformation. The integration of digital technology is resulting in fundamental changes in the business landscape—how they operate, their rate of margin growth and, most importantly, the level of customer engagement.
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A confluence of trends—social media, changing consumer expectations and COVID—is rewriting the marketing playbook, requiring financial advisors to rethink their strategies for new business development.
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The love between couples is expressed in many ways. It may be as deeply profound as the emotional support provided during difficult times or as intimate as a kind word or gesture when least expected. What is often overlooked as an expression of love for a partner is estate planning for the day when one partner dies.
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Owners of a financial advisory practice are leaders, managing and motivating staff to help them achieve their mission to serve clients and grow their businesses. But how often does an advisor take a step back to evaluate their leadership performance? Self-evaluation takes brutal honesty and much courage, but the process can be exceptionally rewarding in identifying ways individuals can improve leadership skills.
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New Year’s resolutions can be a bore; they are much discussed, widely created and largely ignored. Yet, they can serve as a catalyst to make important changes. As the financial services industry enters a new, post-pandemic year, there may not be a better time to get serious about resolving to make changes that position your practice for success.
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