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Finding Your Leadership Purpose

Added on November 2023 in Thought Leadership
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Summary: It can be so frustrating for leaders to be in a position at work that they feel has no value or direction. Each day they approach their job with the hope that perhaps things will turn around and they will connect in a more meaningful way. Yet what continues to happen is nothing changes, and they find themselves running on the hamster wheel once again. Creating excuses or even blaming others for a lack of leadership clarity is a waste of time. How energizing would it be to identify what really matters to you in your leadership journey

Beware of These 10 Common Financial Advisor Mistakes

Added on October 2023 in Thought Leadership
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Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director:  “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.

Top 5 Critical Acquired Skills Financial Advisors Need for Success

Added on October 2023 in Thought Leadership
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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.

There's more to the advisory business than just managing money

Added on October 2023 in Thought Leadership
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Summary: That’s the message Bruce Ensrud, wealth advisor and founding partner of Parable Wealth, wants to convey to advisors attending the Advisor Insights Lab.

Herbers Study Says Recalibrate Your Client Services

Added on October 2023 in Thought Leadership
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Summary: Consultancy and research firm Herbers & Company announced the results of its 2023 Herbers & Company Service Market Growth Study, which surveyed 1,598 investors and 724 advisory firms, highlighting industry trends and gaps between service and demand.

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