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June 13, 2018
Systematizing the Wealth Experience with Redtail CRM: Webinar June 20

By Vince Crivello

According to Dimensional Fund Advisor’s annual Benchmarking study, financial advisors continue to struggle with systemizing workflows. Loring Ward’s Redtail CRM-optimized workflows were cre... Read more

Practice Management

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November 2, 2017
Client Feedback — Growing Your Practice Through Their Insights

By Vince Crivello

The most successful advisors are continually looking for ways to improve their offerings while helping more people. When those advisors ask us, “What do investors really want from their advisor?”... Read more

Practice Management

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April 25, 2017
Delivering a Better Wealth Experience — Insights from our Investor Survey

By Vince Crivello

Have you looked at our logo lately? If not, take a closer look…     That tag line is more than a sentence — it drives everything we do, from operations to investment strategies to the c... Read more

Practice Management

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April 18, 2017
Delivering a Better Digital Wealth Experience

By Vince Crivello

It was 1984 when I got my first ATM card. A couple years later I started using billpay with my Prodigy account. By 1990 I was trading online with Schwab’s software on my Mac SE. By the early 90s... Read more

Practice Management

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March 10, 2017
10 Changes Independent Advisors Must Embrace or Die

By Vince Crivello

For the past several decades, the pioneers in the financial planning profession converge in San Francisco for the FPA Norcal event. 2014 was no different. Sallie Krawcheck, Bob Veres, Michael Kit... Read more

Investing

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November 7, 2016
5 Ways to Tell if Your Clients Are Advocates

By Vince Crivello

In a successful referral-based business, your ideal clients are not just those you enjoy working with but those who enjoy working with you. In fact, these clients think so highly of your business... Read more

Practice Management

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September 22, 2016
Longevity and Continuity Planning Isn’t Just for Your Clients

By Vince Crivello

It was a crisp, clear day in Sedona, Arizona. As an advisor, I was attending my broker-dealer’s 2007 educational conference and had just finished up a session. I was catching up with my business... Read more

Practice Management

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August 31, 2016
5 Questions to Help Qualify a Prospect

By Vince Crivello

This blog is an excerpt from our 360 Discovery Advisor Guide. For more information about 360 Discovery contact your Loring Ward Regional Team   The 360 Discovery approach is comprehensive an... Read more

Practice Management

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October 15, 2015
Technology and your Clients — Building Your Office of the Future

By Vince Crivello

Back in 1987, I had to take a computer programming class in college. A big part of the curriculum was coding in Pascal on our school’s mainframe in the “lab.” Needless to say, going to school in... Read more

Practice Management

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October 7, 2015
Growing Your Business: Clarity on What Truly Matters

By Vince Crivello

We’ve often said that the role of an advisor is to offer clarity, insight and partnership to their clients. As your business partner, Loring Ward strives to provide those three things to you as w... Read more

Practice Management

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