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Business Management

The Power of Reframing When Things Go Right – and When Things Go Wrong

Posted on January 19, 2022
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
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Investments

Knowing the Numbers: Portfolio Performance

By: Derek Vanosdall
One of the primary questions that clients have for their financial advisor is “What’s my portfolio’s performance?” Many investors have a threshold for their portfolio’s expected return. Reporting the …
Business Management

Compliance: How do I manage the constantly changing rules and regulations of financial services?

By: Carson Group
Financial advisor compliance is one of those areas that most advisors dread doing, but know is absolutely critical to their business. The potential risk of not handling compliance properly is …
Business Management

The Man With Too Many Hats

By: Carson Group
When my brother started his business 17 years ago, he came to me and asked me to help him get it off the ground. My response was, “When do …
Business Management

Navigating the Challenges of a Business Transition

By: Steve Synowicki
A key factor that is often overlooked when considering a move to a new firm is the process of transitioning your business. You know it will take some work …
Marketing

Toss the Idea of Vacation and Embrace`Busy with Balance’

By: Ron Carson
When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off …
Business Management

Are You Asking the Right Questions?

By: Andrew Rogers
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be …
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