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Summary: I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a 'build or buy' decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough?
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Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.
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Summary: Whether you’ve got your tree up and all your gifts wrapped or are freaking out that there are only 20 some days left until Christmas, there is no denying that the Holiday Season is officially here. On your long list of Holiday to-do’s is probably “send holiday cards” or “write holiday letter”.
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Summary: This time we hear from Evelyn Zohlen, president of Huntington Beach, Calif.-based Inspired Financial. She recalls her choice to focus her practice on women in life transitions, and how one client confirmed she had made the right decision.
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Summary: The question advisers should ask themselves, then, is: What is the best possible future I can envision for myself, my practice and my team? If they understand the answers and stick with the right plan, they should end up taking the right consistent actions.
