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March 1, 2018
Are You Providing Great Service or a Great Experience? Why It Matters

By Karen Parker

What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more

Practice Management

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January 23, 2018
What You Say Without Words — The Power of Nonverbal Communication

By Karen Parker

“When the lips disappear, troubles are near” summarizes a dynamic presentation on nonverbal communication by Joe Navarro at Loring Ward’s 2017 National Education Conference. Navarro has studied n... Read more

Practice Management

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December 28, 2017
Did You Read Loring Ward’s Top Ten Blogs in 2017?

By Karen Parker

Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog... Read more

Practice Management

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December 5, 2017
What’s Really on the Mind of Investors?

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Practice Management / Retirement

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September 25, 2017
Favorite Loring Ward Conference Moments

By Karen Parker

Nearly 200 advisors gathered with Loring Ward employees and partners at The Broadmoor in Colorado Springs for Loring Ward’s annual National Education Conference. Advisors heard from guest speaker... Read more

Practice Management

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April 4, 2017
The Lesson of $1

By Karen Parker

One of the best opportunities to grow your money over the long term may come from making an investment in the stock market.... Read more

Behavioral Finance / Investing

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March 30, 2017
5 Reasons to Have an Investment Philosophy

By Karen Parker

David Booth, co-founder and executive chairman of Dimensional Fund Advisors, has said, “The most important thing about an investment philosophy is that you have one.”   Do you have one? And... Read more

Practice Management

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December 28, 2016
Our Top Ten Blog Posts of 2016

By Karen Parker

As we prepare to ring in a new year, let’s look back at the most popular blogs for 2016. We had a total of 77 blogs by 20 authors. In case you missed a few, here are our 10 most-read... Read more

Practice Management

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December 19, 2016
Not a Cook? Not a Problem…Try These Holiday Recipes

By Karen Parker

At Loring Ward, we try to make things easier for the people we work with — and in that spirit we’d like to offer you two easy holiday recipes that will impress your friends and family without req... Read more

Practice Management

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September 30, 2016
Highlights from our National Education Conference

By Karen Parker

At Loring Ward’s recent National Education Conference in San Diego, more than 150 financial advisors gathered to learn new ideas from industry experts and from one another. Here is just a sample... Read more

Practice Management / Retirement

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