Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
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What Would Bogle Say About Today's Markets?
Added on May 2020 in Thought Leadership
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Summary: How would Jack Bogle, one of the great disruptors in the financial industry and founder of the Vanguard Group, respond to investors’ fears about the volatility in the current market?
How an Ex-Cop Turned Advisor Takes Care of First Responders' Finances
Added on May 2020 in Thought Leadership
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Summary: Working super-high risk jobs, first responder police officers and firefighters are a fearless lot, to be sure. But in the coronavirus pandemic and accompanying financial mayhem, who is providing these courageous front-line employees with support and assurance for their own needs, especially about their hard-earned retirement savings?
Seven Free Marketing Tools for a Crisis-Constrained Budget
Added on April 2020 in Thought Leadership
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Summary: As we play our part to practice social distancing to help curb the spread of the coronavirus, many advisory firms are moving to cut costs to their marketing budgets. According to a Gartner poll, almost two-thirds of markets expect moderate or significant budget cuts in 2020 relative to their original marketing plans due to COVID-19.
Five ways advisers can support small business owner clients
Added on April 2020 in Thought Leadership
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Summary: More than half of Americans either own or work for a small business, according to the Small Business Administration, and each business is experiencing unique challenges in the current environment. It’s essential that advisers who work with small business owner clients help them navigate the short- and long-term implications of the COVID-19 pandemic and market volatility with empathy and compassion.
WEBINAR: Cybersecurity \- What You Need to Know about Working Remotely (Part 2-The Conversation Continues)
Added on April 2020 in Thought Leadership
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Summary:
Tuesday, April 28, 2020 | 4:00 PM – 4:45 PM EDT
While we don’t yet know how long work-from-home will last, we do know that we continue to learn from this brand new world. In this interactive session, we’ll share lessons learned over the past few weeks and how to adopt this knowledge in order to strengthen your firm’s technology management. We’ll look at a range of process improvements that can be implemented to ensure your firm continues to stay efficient and secure. And finally, we’ll explore what this ‘new normal’ may look like and strategies to prepare your firm and employees to best serve clients and prospects in the months ahead and year ahead.
