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Summary: As children, we were taught to always tell the truth. Today, we’re expected to adhere to this guiding principle in our daily lives and in business. But what about when it comes to marketing?
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Summary: Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
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Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
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Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
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Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
