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May 10, 2019
A Guide to Starting Family Financial Conversations

By Jeff Johnson

I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the last four decades. In that time, I have learned that many individuals and couple... Read more

Financial Planning

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April 10, 2019
3 Keys to Effectively Connecting with the Next Generation

By Steven J. Atkinson

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

Practice Management

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January 23, 2018
What You Say Without Words — The Power of Nonverbal Communication

By Karen Parker

“When the lips disappear, troubles are near” summarizes a dynamic presentation on nonverbal communication by Joe Navarro at Loring Ward’s 2017 National Education Conference. Navarro has studied n... Read more

Practice Management

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December 5, 2017
What’s Really on the Mind of Investors?

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Practice Management / Retirement

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September 27, 2017
Communication Advice From an Aging Baby Boomer

By Barry LaValley

This is the second in a two-part series. Read part one: Physically Speaking — Age and Communication I speak and write a lot about how to communicate effectively with older clients, and it is easy... Read more

Practice Management / Retirement

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August 31, 2017
Physically Speaking — Age and Communication

By Barry LaValley

This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more

Practice Management / Retirement

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May 25, 2017
Communicating With Retiring Clients

By Barry LaValley

At its core, the Retirement Advisor approach is really a communications and coaching strategy. It defines the way that you relate to your clients through your value proposition, your discovery pr... Read more

Retirement

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August 12, 2015
Say What? 5 Things Every Advisor Needs to Know About Communication

By Karen Parker

The financial services industry is suffering from a reputation crisis. There have been so many stories of advisors who gave bad advice or who did not act in the client’s best interest that invest... Read more

Practice Management

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