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Inga Timmerman: The Role of Financial Planning in Choosing a Career
Choosing a career is one of the most important decisions you can make. With time and money often being the biggest constraints, how can you make a career decision …
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Practice Management
Don’t Lose Out on Great Talent. How to Hire the Right Professionals for Your Firm
Advisors need and want to bring in top talent to their firm, but a majority of them are falling short. For years we’ve operated in the same way to …
Practice Management
Gratitude as a Foundation for Creating a More Equitable and Inclusive Business
Years ago, I had an epiphany that some of you may consider a “duh” or “of course” moment: There are a lot of people in this world who didn’t …
Practice Management
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts
After months of negotiations, the Biden administration and Democrats in Congress are nearing a final version of the Build Back Better Act. The $1.75 trillion bill funds a number …
Practice Management
Are You Sure You Need a Business Coach?
As someone who has coached and consulted in the financial services industry for more than 25 years, I feel equipped to address this question. And, yes, I’m laying on …
Practice Management
From Tested to Proven: Focusing on Life After the 150 Club
Back 15 to 20 years ago, financial advisors had a goal to reach, which I dubbed the 150 Club. Many wanted $150 million in assets under management (AUM,) 150 …
Practice Management
How to Dislodge From a Performance Plateau
From my personal annals of Most-Frequent Owner Managerial Conundrums: “How do I motivate a plateaued high performer?” Maybe your former rock star performer is stranded on a lonely plateau …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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