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Client Experience
[Infographic] - Importance of Avoiding Big Losses
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Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Client Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings
Client Experience
Three Ways to Retain Clients during a Crisis
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Tips for Strengthening Client Relationships
Client Experience
The Pain Index - A Better Measure of Risk
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Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Leveraging Technology & Data
Secrets
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Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Leveraging Technology & Data
Protecting what’s yours
We’ve all seen security breaches covered in the news: Equifax – at a cost of nearly $243M, Uber – resulting in $148M in combined fines, and just last year, Facebook – at a potential cost of $1.63B.
Philanthropy
Get More Out of Your Charitable Giving
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Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?
Leveraging Technology & Data
A Tale of Two Billboards
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Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.