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Coaching

An Introverted Financial Advisor’s Guide to Asking for Client Referrals

Posted on May 20, 2020
Referrals are essential to your business’s growth. I’ve worked with coaches who say some of their best clients have come from referrals. Yet when I ask about their strategy for…
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Investments

The Art and Science of Portfolio Construction

By: Saumen Chattopadhyay, CFA®
Portfolio construction is both an art and science. The science of portfolio construction evolved over time producing different asset allocation methods. The science of investing has had its share of…
Coaching

3 Aspects of Retirement Affected by Divorce

By: Jamie Hopkins
Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness and finances.…
Succession Planning

3 Essential Steps for Advisors Thinking About Succession Planning

By: Jason Carver
Time has a way of marching forward without asking. Openly acknowledging this allows us to better envision and plan our lives, both personally and professionally. A large number of financial…
Coaching

One Retirement Risk Few People Talk About

By: Jamie Hopkins
Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health…
Practice Management

The Writing on the Wall: Midwest Flooding and Financial Consolidation

By: Ron Carson
As a native Nebraskan, I appreciate the aura this state has. It demands determination, innovation and humility – and all in a day’s work. In return, you have the opportunity…
Coaching

Comparing The 3 Most Popular Retirement Income Strategies

By: Jamie Hopkins
Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Retirement isn’t…
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