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Summary: It’s been a long time since David Edwards, president of Heron Financial Group, has had to code anything. But in the years since he stopped working in IT (he began his career in systems at Morgan Stanley in the 1980s), Edwards has never forgotten certain key principles, notably the importance of having in place a system that lends itself toward creating efficiency.
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Summary: This presidential election has been one of the most polarizing in U.S. history. Many advisors have likely been fielding questions from clients about how the outcome could affect their portfolios. The markets, after all, don’t like uncertainty.
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Summary: Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management, launched a next-generation financial planning service model a little more than a year ago called Lifewise.
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Summary: Corporate security breaches are becoming ever more common each year, and firms ranging from the highest echelons of the Fortune 500 roster to small RIAs have proven vulnerable.
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Summary: Future Ready financial Advisors have a script binder to cover off the most important conversations and questions their best clients and prospects ask. Questions such as “ What do I get for the fee I pay?” Is it a process and a clear script, or do you wing the answer? Are you telling your ideal clients and prospects, we have a process and here it is with confidence, clarity and consistency.
