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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 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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March 21, 2019
Comfort or Confidence: How to Tell Which You Provide

By Steven J. Atkinson

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

Practice Management

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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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June 7, 2016
Moment of Truth: Are Your Client Meetings Compelling?

By Erich Reinhardt

While most investors probably don’t have “meet with my financial advisor” on the top of their list of favorite things to do, we do know that many clients want more contact and communication with... Read more

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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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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