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Pivoting to High-Net-Worth Clients Is No Easy Task

Added on December 2021 in Manage Your Practice
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Summary: Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done.

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.

 

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.

WEBINAR: Cyber Security Work-from-Home Best Practices

Added on March 2020 in Manage Your Practice
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT

In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment.  Learn more

Topics addressed include:

  • Contingency/Continuity planning
  • Managing work-from-home issues
  • Phishing email scams
  • Resources for RIAs and their clients

Register Here

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