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May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more

Practice Management

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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more

Practice Management

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May 1, 2018
Your Office Is a Reflection of You. What Is It Saying?

By J. William G. Chettle

Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more

Practice Management

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March 1, 2018
Are You Providing Great Service or a Great Experience? Why It Matters

By Karen Parker

What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more

Practice Management

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December 12, 2017
Advisors: Create a Meaningful Plan for Your Own Retirement

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement

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September 25, 2017
Favorite Loring Ward Conference Moments

By Karen Parker

Nearly 200 advisors gathered with Loring Ward employees and partners at The Broadmoor in Colorado Springs for Loring Ward’s annual National Education Conference. Advisors heard from guest speaker... Read more

Practice Management

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September 15, 2017
Food for Thought: How Your Office May Influence Investor Behavior

By Steven J. Atkinson

It makes sense that what we see can impact our decisions and ultimately our health. A 2015 study1 was conducted to see if the types of foods on a person’s kitchen counter are associated with thei... Read more

Behavioral Finance / Practice Management

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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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March 9, 2017
3 Ways to Use Technology to Help Your Aging Clients

By Heather Hooper

I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more

Practice Management / Retirement

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September 26, 2016
Building Stronger Relationships via Your Digital Ecosystem

By J. William G. Chettle

Two big revolutions have occurred in marketing in recent years:   Marketing has moved from being an art to becoming a science, with an ever-increasing ability to pinpoint the effectiveness (... Read more

Investing / Practice Management

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