The Bucket Strategy: Generating Retirement Income for Your Clients

Posted by Brian Glazer

September 27, 2016 at 10:00 AM

“Jack and Jill went up the hill
To fetch a pail of water.
Jack fell down and broke his crown,
And Jill came tumbling after.”

Is this a cautionary tale that kids shouldn’t hold too much in their hands when climbing a hill? Or did Jack and Jill just use the wrong bucket strategy to fetch some water? After years of investigation and some new forensic evidence that has come to light, this cold case has been solved: it was the bucket that dunnit!

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Topics: Retirement Income Planning

Should You Let Your Employees Work from Home?

Posted by Kristen Terpstra

September 21, 2016 at 1:30 PM

You’ve probably heard the chatter in the media around alternative work arrangements, with many of these shifts due to advances in technology. In our industry, many advisors have considered implementing a work-from-home policy or have been approached by employees interested in working remotely. So, the big question is: Should you let your employees work from home? Of course, as with any human resources question, there is much to consider before taking action.

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Topics: Practice Management

10 Best Practices for Developing a Human Resources Strategy

Posted by Angela Sarver

September 20, 2016 at 10:00 AM

When you hear the words “human resources,” do you want to run for the hills? If so, you’re not alone! For many advisors who have gone the independent route, human resources is often the business unit where they have the least experience. But when you have the right employees, doing the right jobs, you can create a more efficient, profitable, and scalable practice. So, to help you tackle this important facet of your business, I’ve compiled 10 best practices for developing a human resources strategy.

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Topics: Practice Management

SEO for Financial Advisors: 5 Useful Tips

Posted by Tori Ahmed

September 14, 2016 at 1:30 PM

When you search for a topic on Google, Bing, or Yahoo!, the results you receive are actually generated by systematic algorithms that attempt to return the most relevant webpages based on your search query. Considering that the majority of searchers only view the first page of search results, many companies set a goal of improving their ranking over time, so potential customers will be more likely to find them. Easier said than done, right? Not necessarily.

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Topics: Marketing

Why You Should Be Active on Social Media

Posted by Lori Yaverbaum

September 13, 2016 at 10:00 AM

A 2015 survey reveals that 81 percent of financial advisors use social media for business purposes. When I first saw that stat, I thought, “It’s amazing that 81 percent of advisors use social media!” As I thought more about it, though, I started to question what use means.

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Topics: Social Media

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