Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Cultivating an Abundance Mindset, Even in Difficult Times
By Becca Craig
Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more
Have a Conversation, for You and Your Family
During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more
7 Financial Tips to Avoid Leaving Money on the Table
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more
Finding and Supporting Your Passion
Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors an... Read more
3 Essentials to Consider Before Selecting a Business Partner
Hiring staff and finding new partners can be one of the greatest enhancements — or the greatest detriments — to your business. In this article, I’d like to share a few insights and some things I’... Read more
3 Keys to Effectively Connecting with the Next Generation
A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more
3 Common Pitfalls Wealth Advisors Should Avoid
Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more
Comfort or Confidence: How to Tell Which You Provide
Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more
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