Small Changes, Big Results: 3 Tips for Better Phone Calls

Posted by Kristine McManus

February 15, 2017 at 1:30 PM

Recently, I had a conversation with an advisor that got me thinking about the importance of seizing everyday opportunities. In my experience, too many advisors wait for the right moment to make a big change that will transform their practice. Unfortunately, big opportunities don’t come along that often. A better strategy is to make the most of the small opportunities that come your way all the time. With that in mind, I’ve decided to write a few posts focusing on little things you can do to achieve big results. They don’t require additional staff or resources, but they do require a willingness to try something new.

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Topics: Practice Management

What You Can Do to Improve Employee Satisfaction

Posted by Kristen Terpstra

February 14, 2017 at 10:00 AM

As an advisor, your hard work has a direct effect on your business. You reap tangible results in the form of increased revenue, which can be a strong personal motivator. But what about your staff? They may not experience job satisfaction in quite the same way. How, then, do you inspire them—particularly if they’ve become disengaged from their jobs?

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Topics: Practice Management

Choosing the Right Financial Planning Software for Your Firm

Posted by Olivia Zaiya, JD

February 8, 2017 at 1:30 PM

There are many options out there when it comes to choosing the right financial planning software for your firm. Should you go with cash flow- or goal-based software? Linear or Monte Carlo calculations? Interactive or traditional reports? Plus, with such a high switching cost in play if you don’t choose correctly, you want to ensure that you find the software that best fits the needs of your practice and your clients the first time around.

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Topics: Financial Planning

Navigating the Net Unrealized Appreciation Tax Strategy

Posted by Heather Zack, JD

February 7, 2017 at 10:00 AM

As an advisor, part of your value proposition is educating your clients on financial planning strategies that they may be unfamiliar with but that could benefit their long-term financial picture. Occasionally, some of these strategies may also be foreign to you! One prime example is the net unrealized appreciation tax strategy (also known as NUA).

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Topics: Financial Planning

Don't Get Hooked: 5 Signs of a Phishing E-Mail

Posted by Sean Mackey

February 1, 2017 at 1:30 PM

Did you know that phishing (i.e., scam) e-mails account for about 91 percent of all cyber attacks? In other words, nearly every cybersecurity issue you could think of—from viruses, to ransomware, to full-blown data breaches—starts with users accidentally clicking malicious links in e-mails.

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Topics: Information Security

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