Practice Management

Jamie Hopkins on “Stacking Benjamins”

Posted on March 19, 2019
Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”)
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Practice Management

Prepare, Protect, Position: How to Keep Your AWAs from Running Off with Your Clients

By: Greg Opitz
The fear is becoming more real among advisors that it almost needs an official “phobia” suffix attached to it. We’re talking about the fear advisors have of their associate wealth...Read More
Practice Management

Teri Shepherd: A Woman to Watch

By: Sara Hinds
Teri Shepherd is one of 22 women named to InvestmentNews’ Women to Watch 2018. This is the fourth year this honor has been given to female financial advisors and industry...Read More
Marketing & Business Development

The 10 Best Lead Magnets for Advisors, Ranked

By: Zach McDonald
Building a list of engaged prospects is a top priority for any advisor’s marketing efforts, but list-building can be a slow process. Unless you’re buying email lists (which you should...Read More
Practice Management

Jamie Hopkins on “Ted Talks Money”

By: Carson Group
Sovereign Investment Group Founder and Carson Partner Ted DeLisi sat down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, to discuss what “True Wealth” means to them.

If Your Firm’s Website Isn’t GDPR Compliant, It Could Really Cost You

By: Zach McDonald
The General Data Protection Regulation is a relatively new set of laws governing consumer data protection that went into effect in the European Union on May 25, 2018. Basically, it’s...Read More
Marketing & Business Development

5 Steps to Communicating Change to Your Clients

By: Cameron Carlow
We’ve all experienced it in this profession – new technologies rise, investment strategies shift, stakeholders come and go. It’s inevitable: Change happens. Communicating those changes can be the difference between...Read More
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