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3 Ways Monte Carlo Projections Help Client Relationships

As an advisor, you’re asked to do a lot for your clients. You create plans to meet their goals. Map… Read More

3 Formidable Factors Influencing the Financial Experience

Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the… Read More

The True Cost of Parent PLUS Student Loans

Below is a guest post from Earnest, the innovative online lender that combines data science, streamlined design, and exceptional service to… Read More

Monitoring According to Best Interests Contract (BIC)

In May 2015, the Supreme Court’s unanimous ruling in Tibble v Edison clarified once and for all that a fiduciary… Read More

New Fiduciary Definition Demands Practical Suggestions

The opinions expressed below belong solely to the author of this post and do not necessarily reflect the opinions of… Read More

Complete Coverage of the DOL Fiduciary Ruling

Today, the Department of Labor issued their ruling on the proposed expansion to the definition of a Fiduciary under ERISA… Read More

5 Tech-Driven Clients and How to Serve Them

No two clients are the same. You know it from experience. You’ve spent years talking to clients, learning as much… Read More

The Importance of Video Marketing

Do you ever have trouble getting a client to commit to an annual review appointment? Or speak to a prospect… Read More

Advisors Servicing Retirement Assets Are Targeted by the SEC

In my last post, I referenced the Department of Labor Land Grab, but the DOL is not the only agency… Read More

The Role Design Plays in Client Engagement

In a break with tradition, the Oxford Dictionaries recently announced the “Face with Tears” or  emoji as the 2015 word of… Read More


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