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The Business of Financial Advice | Observations on practice management and the financial services industry

Observations on practice management and the financial services industry

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The Business of Financial Advice | Observations on practice management and the financial services industry | thebusinessoffinancialadvice.com Reviews

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Observations on practice management and the financial services industry

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1

Thanksgiving | The Business of Financial Advice

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The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. Skip to secondary content. November 25, 2013. It’s that time of year. Time to think about and give thanks for all that we have. What do financial advisers have to be thankful for? So many things. Here are just a few. Technology is also enhancing and providing new (and often better) ways to communicate. Advisers can place Skype calls to meet with clients ‘face-to-face’ wi...

2

Giving Thanks | The Business of Financial Advice

http://thebusinessoffinancialadvice.com/2013/11/25/giving-thanks

The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. November 25, 2013. It’s that time of year. Time to think about and give thanks for all that we have. What do financial advisers have to be thankful for? So many things. Here are just a few. Technology is also enhancing and providing new (and often better) ways to communicate. Advisers can place Skype calls to meet with clients ‘face-to-face’ without being in the same roo...

3

Putting Empathy on the Map | The Business of Financial Advice

http://thebusinessoffinancialadvice.com/2013/12/12/putting-empathy-on-the-map

The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. Putting Empathy on the Map. December 12, 2013. As we get closer to Christmas, we’re naturally thinking about what we’re going to give the people who are on our Christmas list. We typically go through a process that attempts to help us by asking ourselves What would my brother like for Christmas? Or What would my 12-year old nephew want? Empathy is an important concept when i...

4

Recovering from a Disaster | The Business of Financial Advice

http://thebusinessoffinancialadvice.com/2013/11/12/recovering-from-a-disaster

The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. Recovering from a Disaster. November 12, 2013. We’ve seen the news reports, the interviews, the photos. But it’s still hard to comprehend the devastation that took place from Typhoon Haiyan. Few of us will ever experience this type of disaster on the scale that occurred there. As a practice management consultant, I’ve hosted sessions for advisers on disaster recovery, and th...

5

financial advisor | The Business of Financial Advice

http://thebusinessoffinancialadvice.com/tag/financial-advisor

The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. Skip to secondary content. Tag Archives: financial advisor. What’s your firm worth, without you? January 15, 2014. Typically, fewer than half of the advisers in the room will raise their hands. Even more telling, when I’ve asked those who actually have a written plan. In place to actually complete the sale or transfer of the business, usually there are no hands left. The fir...

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The Business of Financial Advice | Observations on practice management and the financial services industry

The Business of Financial Advice. Observations on practice management and the financial services industry. Skip to primary content. Skip to secondary content. What’s your firm worth, without you? January 15, 2014. Over the last few years there have been numerous practice management articles on the subject of succession planning. And, as you may know, few advisers have done much about it. In sessions that I’ve conducted, I’ve asked advisers ‘How many of you have a succession plan? The first two answers ar...

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