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July 27, 2017
The 6 Tools of Your Retirement Advisor Brand

By Barry LaValley

At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor.  One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more

Practice Management / Retirement

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July 19, 2017
What Clients Expect From Their Advisor

By Vince Crivello

This is the third in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. “Wealth Manager” and “Financial Advisor” are two terms used w... Read more

Practice Management

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July 6, 2017
What Clients Seek From an Advisor

By Vince Crivello

This is the second in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. Investors generally seek professional financial help because... Read more

Practice Management

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June 29, 2017
Developing Your Brand as a Retirement Advisor

By Barry LaValley

With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more

Practice Management / Retirement

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June 21, 2017
7 Keys to Delivering a Better Client Experience

By Vince Crivello

This is the first in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. Financial advice is being transformed by dramatic and far-rea... Read more

Practice Management / Retirement

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June 6, 2017
Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule

By Chris Stanley

When the U.S. Department of Labor’s (DOL) new fiduciary rule becomes applicable on June 9, 2017, Loring Ward and the advisors with whom we work will become subject to new requirements in order to... 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 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

Marketing / Practice Management

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March 21, 2017
Your Clients’ Retirement — More Than Just Money!

By Barry LaValley

William and Sharon were driving home from a meeting with Alan, their financial advisor to talk about their retirement plans. William had decided that he would leave his work next year and Sharon... Read more

Practice Management / Retirement

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