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Summary: If you have a great product but can’t articulate its value to the world, it will likely remain underappreciated. This is the issue many advisers face, according to new research from Carson Coaching. The study analyzed results from two separate surveys, a consumer survey with over 1,000 respondents and an adviser survey with about 140 respondents.
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Summary: Months into this pandemic, we’re still bombarded minute-by-minute by COVID-19 news, including the rapid rise in infections worldwide and loss of life. It is understandably causing high levels of anxiety and stress for our friends, families and colleagues. Non-stop news coverage, contentious political bantering and an abundance of irrelevant information are fueling the flames and challenging our peace of mind and well-being.
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Summary: Everyone is spending a lot more time at home these days. Those of us fortunate enough to still be working are working from home. We’re cooking, cleaning, eating, teaching, gardening, binge watching and more.
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Summary: “What’s the biggest challenge facing financial advisors today? The stock market? The economy? The threat of war in the Middle East? Managing client portfolios in the new investing environment? Based on over 20 years of experience consulting with advisors, I’d have to say ‘none of the above.’”
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Summary: After several weeks of physical isolation, economic upheaval, and a very real threat to our physical health, I would be surprised if we didn’t feel a collective yearning to go back to “normal.” The financial services industry entered 2020 after a whirlwind year of growth and change, but finds itself now in uncharted territory, forced to adapt every aspect of our work to a global pandemic with no end in sight.
