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Business Development
Fanning the flame for your practice and your clients
Some advisors are doing what they’ve always wanted to do, and building practices that are incredibly fulfilling. Others might have inherited or succeeded a practice and are looking for a way to make it their own.
Business Development
Succession planning: exit strategies for a smooth client experience
Advisors are experts at helping their clients through life transitions and into retirement, but many advisors may have neglected to create the same plan for themselves. Succession planning can mean many different things and is more than divesting or acquisition.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Retirement
To claim or not to claim? The Social Security question
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.
Retirement
Health savings accounts: A strategic retirement tool?
With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.
Business Development
Power of the pipeline: Client acquisition strategies to grow your practice
In this podcast, our guest shares the concrete, actionable steps that you can take today to overcome your hurdles to growth, including the five strategies to meet your client acquisition goals and the importance of building and managing your pipeline.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.