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Summary: One surprise in our most recent Financial Planning Tech Survey was offset by another: Advisors' use of financial planning technology has dropped, according to the latest data. But some formerly fringe tools are getting more widespread adoption.
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Summary: My humble beginnings growing up on a farm near Tekamah, Neb., gave me many gifts, the biggest being the gifts of perspective and work ethic. As I release my fifth book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future,
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.
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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics.
