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Tech Execs Reflect On 2016, Look Ahead To The New Year

Added on January 2017 in Thought Leadership
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Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.

Top minds in financial advice share their resolutions for 2017

Added on January 2017 in Thought Leadership
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Summary: InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal lives. Might you, also, resolve to …

Advisors: Are You Being Your Clients' OnStar?

Added on December 2016 in Thought Leadership
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Summary: Instead of cars, advisors could diagnose their clients' financial wellness. There are a lot of warning signs – like a decrease in tire pressure – that could help investors prevent damage to their portfolios and long-term plans.

How financial advisers can get unstuck in the New Year

Added on December 2016 in Thought Leadership
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Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.

Advisors, Don't Be Dichotomous Thinkers

Added on December 2016 in Thought Leadership
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Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.

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