0 visitor like this article | Viewed 3104 times | 0 comment
Summary: Could 3 words be the difference between success and failure for you over the next 12 months? The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2017 your best year ever.
0 visitor like this article | Viewed 3821 times | 0 comment
Summary: Advisory firms ready to invest in technology to improve the client’s experience will find lots to choose from in 2017. Thanks to new or improved gadgets, this year advisers should be ready to take these technologies for a spin.
0 visitor like this article | Viewed 2547 times | 0 comment
Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.
0 visitor like this article | Viewed 2973 times | 0 comment
Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
0 visitor like this article | Viewed 2878 times | 0 comment
Summary: As planners, part of our job is to help clients overcome their decision inertia by reducing any complexity and uncertainty that may exist. This helps them feel confident that they are likely to achieve their desired outcome just by regularly doing everything laid out in their financial plan.
