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April 26, 2019
Investing Is Hard — Get Help from a Trusted Advisor

By Loring Ward Team

Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more

Financial Planning

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April 17, 2019
Planning Alpha – Mortgage Review Edition

By Steven J. Atkinson

The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more

Financial Planning

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August 5, 2015
Becoming More Persuasive #4—Liking

By J. William G. Chettle

  Note: This is the fourth in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive... Read more

Behavioral Finance / Practice Management

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June 24, 2015
Becoming More Persuasive #3 — Authority

By J. William G. Chettle

Note: This is the third in an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to the advi... Read more

Behavioral Finance / Practice Management

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June 11, 2015
Give us a Piece of Your Mind, Please!

By J. William G. Chettle

How do you know if the experience you provide your clients is working? Are you missing opportunities? Are you exceeding your clients’ needs? Would they refer you to a friend or colleague?  ... Read more

Practice Management

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May 29, 2015
Becoming More Persuasive #2 — Reciprocity

By J. William G. Chettle

Note: This is the second in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive to the... Read more

Behavioral Finance / Practice Management

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May 8, 2015
Don’t Just Do Something, Stand There!

By J. William G. Chettle

You’re in a hurry to get somewhere, but you’re stuck in traffic on a crowded freeway. It seems like the lane you’re in just isn’t moving. But the cars in the next lane keep passing you. You’re to... Read more

Behavioral Finance / Investing

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April 30, 2015
Becoming More Persuasive #1 — Freedom

By J. William G. Chettle

Note: This is the first of an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to th... Read more

Behavioral Finance

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April 9, 2015
Pet Smart—Why You Should Be More Dogged About Cataloguing Client Interests

By J. William G. Chettle

Like many middle-aged empty nesters, my wife and I are passionate about our much beloved and terribly spoiled pets.   Our friends know they have to at least pretend to be interested when we... Read more

Behavioral Finance / Practice Management

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March 4, 2015
Coffee or Relationships—What Business are You Really In?

By J. William G. Chettle

Over the last few years I’ve looked at hundreds of financial advisor websites. Except for a select, thoughtful few, most of these sites are swimming in the sea of sameness.   Almost everyone... Read more

Behavioral Finance / Investing / Practice Management

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