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Getting creative with client events in challenging times

Added on June 2020 in Manage Your Practice
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Summary:  Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.

 

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.

 

Tech Survey 2020: Tools with the biggest jump in adoption

Added on June 2020 in Manage Your Practice
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Summary: One surprise in our most recent Financial Planning Tech Survey was offset by another: Advisors' use of financial planning technology has dropped, according to the latest data. But some formerly fringe tools are getting more widespread adoption.

The power of pivotal moments

Added on May 2020 in Manage Your Practice
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Summary: My humble beginnings growing up on a farm near Tekamah, Neb., gave me many gifts, the biggest being the gifts of perspective and work ethic. As I release my fifth book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, 

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.

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