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Best Practices of the Best Advisors

Added on February 2016 in Thought Leadership
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Summmary: As a young hockey player growing up, we all wanted to be our best. We defined the best at that time as the “Great One” Wayne Gretzky. As we studied and watched Wayne weave his magic, we realized that he plays a different style of game, which is not for everyone. Wayne and his team had an offensively aggressive style of play that worked well for them and led them to 5 Stanley Cups.

Advisors in Pursuit of Happiness

Added on February 2016 in Thought Leadership
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Summary: Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”

For greater Twitter reach in finance, try quality over quantity

Added on January 2016 in Thought Leadership
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Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.

Carson: Advisors Failing Clients

Added on January 2016 in Thought Leadership
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Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.

Kitces: Advisors Evolve to Experts Through Blogging

Added on January 2016 in Thought Leadership
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Summary: The proliferation of social media websites and search engines have made it possible for niche financial advisors to succeed like never before, simply by creating content that demonstrates their expertise and allows prospects to find them. Yet this strategy works only if an advisor actually creates the content.​

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