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Heart of Advice

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What Financial Planners Are Reading: Top 10 Articles of 2023

The topics financial planners are reading about can tell us a lot about how financial professionals view the industry and… Read More

charitable giving strategies

8 Questions to Ask Clients About Charitable Giving

Having deep knowledge of charitable giving strategies is in demand among advisors, with about 90 percent of the wealthiest U.S. Read More

Smiling recruiter talking to financial advisor in interview

7 Considerations for More Effective Financial Advisor Recruiting

As the demand for financial advisory services continues to grow, effective recruitment is vital to meet evolving client needs. Advisory… Read More

Two financial advisors collaborate during a meeting.

Now Is the Time for a Renewed Focus on Planning

Inflation, increasing cost of living expenses, and market volatility are just a few of the factors that are making finances… Read More

generational wealth planning

Leveraging Technology for Generational Wealth Planning

The Great Wealth Transfer is on the horizon, with $84 trillion going to heirs and charities by 2045.1 Advisors who… Read More

Man and woman having a focused conversation

Make Listening Your Value Proposition

Listening is important in understanding clients, developing trusting relationships with them, and helping them plan for their financial future. It’s… Read More

A financial advisor meeting with prospective clients

From Prospect to Client: A Client Acquisition Workflow for Financial Advisors

New client acquisition is an essential task for any financial professional looking to grow their business. But financial advisors often… Read More

financial psychology, gratitude exercises

Giving Thanks: 3 Gratitude Exercises Advisors Can Use to Elevate Well-being

Want to show your clients you care about their wellness? Help them strengthen their most important relationships. One of the… Read More

Millennial woman shopping on her phone

7 Lessons for Financial Advisors from Millennial Shopping Habits

It’s hard to believe, but the oldest Millennials—people born between 1981 and 1996—are now in their early 40s. Despite the… Read More

Year end tax planning tips for advisors

5 Tax Planning Tips for Advisors to Consider by Year-End

One of the most valued services provided by a financial advisor, according to 78 percent of investors, is tax planning. Read More

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