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Summary: Life seldom takes you where you expect. Since 2008, Life Planning Partners has grown to four advisors and an office manager with a part-time administrative assistant. We now serve 95 client families: Our niche is the millionaire-next-door DIYer who recognizes that their finances have become too complicated to do well on their own.
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Summary: Instead of thinking about technology disruption as linear change, high beam thinkers are better at taking current events and extrapolating what will come five or even 10 years down the road, said Mr. Klososky, founding partner, TriCorps Technologies, at a recent symposium in New York sponsored by BNY Mellon's Pershing.
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Summary: Hidden cowardice is lurking in most people; and that, clearly, can make leading high-courage conversations a huge challenge. But there are techniques to discussing “the undiscussables,” as Scott Jeffrey Miller, executive vice president of thought leadership at FranklinCovey, reveals in an interview with ThinkAdvisor.
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Summary: The longest bull market in stock market history celebrated its 10th anniversary in March of this year. It’s been a great run which has helped most people recoup the losses their portfolios suffered in the great 2007-2008 global market meltdown. But it hasn’t always been a smooth ride as was painfully obvious in the fourth quarter of last year as volatility reared its ugly head in a big way.
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Summary: Successful entrepreneurs know niche markets can provide more value to clients along with stronger potential for growth and long-term success. In fact, most of the 42% of startup failures occur because they ignore capitalizing on a niche. Financial advising is no different.
