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My Story: Cleveland Solo Looking to Add Advisors

Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works!  As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world.  Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.



3 Strategies for Work-Life Balance in the "New Normal"

Added on June 2020 in Manage Your Practice
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Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.


4 Reasons Why There May Be No Turning Back

Added on May 2020 in Plan for the Future
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Summary: As with other segments of our society and economy, COVID-19 is changing the independent advisor business. To determine how — and how much — in early March, our firm launched an ongoing survey to track behavioral changes in the industry within advisory firms in response to the pandemic.

My Client's Son is a Deadbeat

Added on May 2020 in Manage Your Practice
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.

Help for the Home-Bound Advisor

Added on April 2020 in Manage Your Practice
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.

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