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Archive for the ‘The Art of Advising’ Category


The Real Rule of 72

Rule of 72 Simon

Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.

August 27, 2015 Categories: The Art of Advising
Tax managed icons

9 key takeaways from our second annual tax-aware survey

9 key takeaways from Russell’s Financial Professional Outlook.

Aug 11, 2015 Categories: The Art of Advising
Financial Professional Outlook

Uncover hidden assets and gain new clients?

We thought a lot of advisors would be talking about taxes with their clients. But that was not the case.

Aug 4, 2015 Categories: The Art of Advising
Autopilot

Are your COIs on autopilot?

Autopilot, while efficient for flying a plane, is not effective for COI relationships.

Jul 30, 2015 Categories: The Art of Advising
Financial advisors social media

5 ways financial advisors can put social media to work

Your clients are using social media. Are you? Here are 5 tips for getting started – so that your social strategy pays off.

May 26, 2015 Categories: The Art of Advising
Millennial Investors

Helping Millennials find the courage to invest – and stay invested

Millennial investors tend to share the Silent Generation’s strong aversion to risk. How can advisors help counter that predisposition?

Apr 30, 2015 Categories: The Art of Advising
Millennials infographic

Tips for connecting with Millennials

Hoping to connect with Millennials? Consider having a social media presence.

Feb 26, 2015 Categories: The Art of Advising

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