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Do you have a long list of changes you want to implement in your practice because you know they will increase your success, but you're frustrated because you don't believe you have the budget to make them a reality? Taking a careful... more

We all have an internal battle being fought constantly by elements of our personality which drain us of vital motivation and leave us feeling overwhelmed without really knowing why, says business coach Carolyn Ellis. In this... more

What's Working Now: Imagine hosting a network comprised of small business owners looking to sell and former small business owners who have already sold. It's a powerful combination that delivers rewards to all. Plus, its' a great way to... more

Most advisors "know" they should be utilizing social media to reach out to people, but few understand how to use all of the tools the different platforms offer to do that effectively. Listen in as Amy McIlwain, president of Financial Social Media,... more

6 Advisor Talking Points: Prepare for client interactions with this week's review focusing on the latest utterances from the Fed, a couple of key economic reports, earnings, and a look ahead.

What's Working Now: Have you ever felt you wanted to accomplish more but lacked the energy to pull it off? This advisor did but he found a solution.

Advisor TalkingPoints: Prepare for client interactions with this week's review focusing on another steep downward revision to GDP, the latest from the PCE Price Index, which is the Fed-favored inflation gauge, housing, and a look ahead.

What's Working Now: This advisor expanded his network from maybe 200 people to almost 2,500 by joining networking groups and nonprofits to expand his presence in the community.

Advisor Talking Points: Prepare for client interactions with this week's review, including the unrest in Iraq, a continued uptick in business sentiment, the downward direction in the unemployment rate, and a look at the top 50 advisor... more

If clients were 100% rationale beings, it would be easy to get them on board with an investment plan and to ensure they stick with it, but human beings are creatures of emotion. When volatility spikes, clients are going to experience... more
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