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Communicating what's really important

From InvestmentNews
Added on May 2020 in Manage Your Practice
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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.

Are Financial Advisors Overlooking The Obvious?

From IRIS
Added on May 2020 in Manage Your Practice
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable.  But there is a real risk of losing sight of the essentials and overlooking some basics.

This Is the Surprising Legacy COVID Will Leave

From IRIS
Added on May 2020 in Plan for the Future
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Summary: The 2010 Olympic Winter Games in Vancouver left the Sea-to-Sky highway from Vancouver to Whistler along with many other game’s venues which stand ten years later and will likely be a reminder decades from now of the one-in-a-lifetime experience some of us witnessed.

How an Ex-Cop Turned Advisor Takes Care of First Responders' Finances

From ThinkAdvisor
Added on May 2020 in Thought Leadership
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Summary: Working super-high risk jobs, first responder police officers and firefighters are a fearless lot, to be sure. But in the coronavirus pandemic and accompanying financial mayhem, who is providing these courageous front-line employees with support and assurance for their own needs, especially about their hard-earned retirement savings?

Seven Free Marketing Tools for a Crisis-Constrained Budget

From Advisor Perspectives
Added on April 2020 in Thought Leadership
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Summary: As we play our part to practice social distancing to help curb the spread of the coronavirus, many advisory firms are moving to cut costs to their marketing budgets. According to a Gartner poll, almost two-thirds of markets expect moderate or significant budget cuts in 2020 relative to their original marketing plans due to COVID-19.

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