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September 15, 2017
Food for Thought: How Your Office May Influence Investor Behavior

By Steven J. Atkinson

It makes sense that what we see can impact our decisions and ultimately our health. A 2015 study1 was conducted to see if the types of foods on a person’s kitchen counter are associated with thei... Read more

Behavioral Finance / Practice Management

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August 24, 2017
Asset Management Redefined

By Steven J. Atkinson

Blink and your clients may find what they need without your help… If you’ve been paying attention the last 10 years you will likely agree that the role great advisors play in their clients’ lives... Read more

Portfolio Management / Practice Management

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August 5, 2016
Main Street vs. Wall Street — Why Investing is NOT Speculating

By Steven J. Atkinson

<!––>I was talking with an experienced Advisor and he said that many of his clients are concerned that the financial system is rigged against them — constructed by policy makers... Read more

Investing

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May 31, 2016
Staying Relevant: The Paradox of Advice

By Steven J. Atkinson

These days, every time I turn on the TV, I come across another commercial (such as this one) featuring young people and their parents talking with a financial advisor. Is it a sign of changing ti... Read more

Practice Management

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May 10, 2016
Is Your Glass Half Empty or Half Full?

By Steven J. Atkinson

<!––> “It is absolutely impossible for a client with a fundamental fear of the future to become a successful investor, or even to formulate a rational long-term financial plan.”... Read more

Investing

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January 25, 2016
Wisdom from a Golden and Silver Anniversary

By Steven J. Atkinson

I am thrilled to share some insights from the amazing father/son advisory practice from Minneapolis, MN: Jeff and Tom Berg.   2015 was a special year for the 70-year-old Jeff Berg because he... Read more

Investing / Practice Management

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January 15, 2015
What Every Client Wants: A Leader WITHOUT Numbers

By Steven J. Atkinson

I would like to discuss what might be the single most important trait of a truly invaluable financial advisor — Conviction. In order to have conviction you need to believe that what you are doing... Read more

Practice Management

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December 30, 2014
Three Essential New Year’s Resolutions

By Steven J. Atkinson

It’s that time of year when we should be thankful for our health, our friends/family and our business opportunities. Something I do every year at this time is to assess how things are going in th... Read more

Practice Management

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October 7, 2014
The Great Technology Shift: Relationships Are Key

By Steven J. Atkinson

How can advisors differentiate and offer value in a world where their clients or prospects might have access to the same information?   Very few advisors today refer to themselves as “stockb... Read more

Practice Management

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September 16, 2014
Are You Doing Client Educational Events or Pitching Products?

By Steven J. Atkinson

Early in my career I was given some great advice by someone I admire to this day. As a young regional director trying to help financial advisors I was constantly looking for new ideas and new way... Read more

Practice Management

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