Knowledge and Insight

Data privacy issues looming

Added on November 2019 in Thought Leadership

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Summary: Retirement plan record keepers are concerned about two looming data privacy issues that could have a big impact on their business.

The Fundamental Rule of Content Marketing That Most Advisors Overlook

Added on October 2019 in Thought Leadership

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Is Your Website Turning Away Business?

Added on October 2019 in Thought Leadership

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Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.

What executives should be doing in the wake of the Fisher fiasco

Added on October 2019 in Thought Leadership

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Summary: It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit.

Voices When another advisor gives terrible advice to a client

Added on October 2019 in Thought Leadership

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Summary: The gray-haired gentleman was about the same age as my dad. Sitting across from me, he seemed nervous and maybe a little embarrassed.