Team building

Effective team role clarity starts at the top

Clearly defined team roles are key to the ongoing success of the business and client experience. It’s not easy though and often involves changes to the advisor’s own role, too.

May 31, 2016 Categories: The Science of Advising

2 reasons not to give up on the value premium yet

The value factor has not paid off in the past 14 years. Is it passé to expect it to outpace growth?

May 26, 2016 Categories: Portfolio Corner

9 words and 6 steps to creating a unique value proposition

Most advisors want to grow their firm – but few have a memorable and easily repeatable unique value proposition to support their prospecting efforts. Nine key words can make a real difference.

May 24, 2016 Categories: The Art of Advising
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – April 2016 Update

The April 2016 reading of the Economic Indicators Dashboard reflects that the economy continues to appear to be in healthy shape, however it will be watched very closely as the Federal Reserve decides timing of the next interest rates hike.

May 19, 2016 Categories: Economic Insights
Deduct advisory fees

Can clients deduct your advisory fee?

Did you know that in certain cases your clients may be able to deduct a portion of your advisory fee from their tax return – thereby reducing the fee’s effective rate and helping to address the fee question?

May 17, 2016 Categories: Portfolio Corner
April Market Review

Markets in perspective – April 2016 in review

Markets moved higher again in April as positive economic data helped ease investors’ global recession concerns.

May 12, 2016 Categories: Economic Insights

The value of expecting the unexpected

Some things in life are unavoidably uncertain – including our life expectancy. If you don’t know how long a client’s retirement will be, how can you help ensure their retirement income stream will last?

May 10, 2016 Categories: Portfolio Corner
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