Effective Ways to Change Your Life Today
The old adage says that the only sure things in life are death and taxes, but there’s one other thing that’s pretty much a...
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Paradigm Shifts that Will Transform the Future of Technology
Technological change has followed a predictable path over the past fifty years, with chips and devices getting smaller, more...
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Learn to Embrace Change for Success
Change is not only a certainty in today’s rapidly evolving business environment, but the pace of change is accelerating. For...
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Advisors Play Therapist to Traumatized Liberals
While some of you clients may be rejoicing over the recent election of Donald Trump and the Repulican Party’s control over both...
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Kansas Judge Rules to Uphold DOL Rule
A Kansas judge has ruled against plaintiffs seeking an injunction to stop the controversial fiduciation rule. Judge Daniel...
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Sales Stats that Will Revolutionize the Way You Sell
Sales can often seem like so much guesswork. You wonder what to send your clients – what they’ll read and what they’ll toss. When...
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Could Trump Spell the End for the Fiduciary Rule?
Donald Trump has stated his intentions to undo much of President Obama’s legacy, including his efforts to regulate the financial...
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“Post-Truth” is Oxford Dictionary’s Word of the Year
The US election and the United Kingdom’s referendum on continued membership in the European Union are affecting society in ways...
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America’s Divorce Rate Declines to 40-Year Low
According to data recently released by the National Center for Family and Marriage Research at Bowling Green State University...
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Smartphones Reveal More Personal Information than You Think
Everyone knows that a smartphone offers a treasure trove of personal information. But while we’re all aware that what’s in our...
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What Your High Net Worth Clients Really Want
Most financial advisors feel confident that they know what their clients want; many would suggest that strong investment...
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The Roth IRA Could be the 2016 Election’s Real Winner
With the 2016 presidential election completed, it’s time to start looking ahead to the coming year and focusing on changes that...
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Turn No Into Yes: Don’t be Too Quick to Reject Client Ideas
No one likes to hear the word “no,” and that may go double for your clients, especially HNW individuals who don’t hear that word as...
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Financial Services Industry Must Upgrade Cyber Security
According to governance, risk and compliance company MetricStream, the financial services industry is not paying enough attention...
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Effective Ways to Shield Real Estate Investments from Economic Cycles
Low interest rates on fixed income investments have led many fund managers to invest in commercial real estate as an asset class...
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LinkedIn: Your Go-To Source for Niche Marketing
When you’re thinking about niched marketing, LinkedIn should be one of the first sources you consider. It can be a tremendous help...
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