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A World Cup Guide for Financial Advisors

Added on June 2018 in Thought Leadership
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Summary: Globally, there is no sport more popular than soccer, yet for many Americans it’s a sport that’s somewhere between curling and rugby, fun to watch but with enough strange rules and foreignness that it doesn’t really strike a chord. It might stand to reason that since the U.S. is not even in the 2018 FIFA World Cup, no one cares about the games starting Thursday.

Still time to register for Wednesday's webinar with Tanya Rapacz of The Partnership Resource

Added on June 2018 in Thought Leadership
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SummaryLearn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach.Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.

My Life as a Client: Two Advisors, One Firm

Added on June 2018 in Thought Leadership
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SummaryWhat do your clients really think about the job you do? We spoke to Tim Brown, owner of Hook Agency, a web design and SEO firm in Minneapolis, and Bea Bonte, his wife and the firm’s social strategist. 

Women advisers driving revenue growth

Added on May 2018 in Thought Leadership
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Summary: Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry.

Voices I outsourced my marketing plan —here's what worked

Added on May 2018 in Thought Leadership
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Summary: As solo advisors, resources are scarce. There’s only so much time and money available. Often, we outsource tasks that don’t produce revenue to free up more time for tasks that do. I have spent the last 18 months outsourcing most of my marketing activities — with varying degrees of success.

 

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