Pleased to Meet You, What Was Your Name…?
If you’re like so many of us, you have experienced being introduced to someone only to have forgotten your new acquaintance’s name...
Read more
How Much Should Your Firm Grow?
There comes a point with every practice when you need to stop and reevaluate. Are you satisfied with your level of business and...
Read more
You Can be a Vegan and an Athlete
While we’re all aware of the health benefits from a vegan diet, many athletes fear that a plant-based diet may not be sufficient to...
Read more
How to Grow Your Business through Strong Partnerships
Everyone looks at business development differently, and companies tend to define the role of business development according to...
Read more
Suppress Objections before They Arise
“Let me think about it.” That’s one of the most common stalls you can get as an advisor. If a prospect doesn’t want to talk...
Read more
Big Opportunity: Your Clients’ Employee Retirement Plans
Recently, Fidelity Investments introduced a new product intended to help individual company 401(k) and 403(b) plan participants...
Read more
Keys to Connecting with Your LGBTQ Clients
Financial advisors want to help clients achieve their dreams. But some clients have been overlooked by traditional advisory firms...
Read more
Do This to Actually Relax on Vacation
Americans are bad at vacations. According to the Project: Time Off initiative, around 52% of us leave a total of 705 million...
Read more
How to Find New Sales with Existing Clients
Many advisors don’t conduct regular relationship reviews with their clients. They have plenty of excuses. If the relationship is...
Read more
What are the Factors that Inspire Philanthropy?
Most of you clients are probably working hard to create wealth rather than give it away. As an advisor, your first inclination will...
Read more
As an Investor, Don’t Miss the Forest for the Smart Beta Trees
Smart Beta, a strategy that bases investment on custom-created multi-factor indexes, is a hot trend in the asset management world...
Read more
The One Secret Word that Conveys Emotional Intelligence
A recent Harvard study described in the Harvard Business Review looked at the role of asking questions in interpersonal...
Read more
Stop the Spread of Fake News and Misinformation
Just this past March a presidential tweet that Amazon pays “little or no taxes to state & local governments” saw the company’s...
Read more
Low Cost Indexing is Not Necessarily Low Risk
If we look at the S&P 500, just a few tech stocks, together around 15% of the index market weight, are responsible for almost...
Read more
Why Small Businesses are Feeling the Threat of Tariffs
With President Trump taking an aggressive stance against America’s trading partners, small business owners are beginning to feel...
Read more
Are Plants Really a Better Source of Protein?
Some people don’t like to eat meat. In order to get vital protein into their diets they find it in vegetable sources, like beans or...
Read more