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5 Simple Steps to Stay Focused on Getting the "Right" Things Done

Added on November 2016 in Manage Your Practice
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Summary: We’re rapidly approaching the end of the year and you’re all starting to realize you still have a great deal of work to be done! But, let me ask you: Does all of it have to be done?

Using Technology to Grow Your Business

Added on November 2016 in Manage Your Practice
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Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.

Make Hiring a Priority or Get Left Behind

Added on November 2016 in Manage Your Practice
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Summary: The success of your business is largely in the hands of the people who work for you, and the relationship you and your team have with your clients is in essence your business’ secret sauce. It follows then that one of the most important decisions you can make — a decision that has lasting impact on the long-term success of your business — is who you choose to hire.

Managing Client Reactions to the Election Results

Added on November 2016 in Manage Your Practice
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Summary: Transitions always trigger grief, because they require leaving behind something known and moving into the unknown. A presidential election is no exception. The results are particularly volatile this year because half of the people in this country voted for Hillary Clinton and half voted for Donald Trump. Consequently, no matter the final outcome, half of the citizenry is destined to grieve.  

Keep your practice simple, but compelling

Added on November 2016 in Manage Your Practice
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Summary: Catherine Seeber, a CFP and partner at Wescott Financial Advisory Group in Philadelphia, says that her firm uses the trademarked “Life-Minded Wealth” approach that integrates financial expertise with life expertise into a single advisory service that helps clients see all sides of every financial decision.

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