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Financial Planning

12 Expert Financial Planning Tips For 2017 [SlideShare]

Helping your clients stay the course with long-term financial goals can be a challenge. According to a 2015 study from Northwestern Mutual, as many as 21 percent of Americans...

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Financial Planning

6 Ways to Develop the Highest Performing Financial Services Team

Developing a strong team of financial service professionals requires a mix of science and art. Whether hiring your first assistant or looking for individuals with specific...

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Financial Planning

6 Industry Biases and How Financial Advisors Can Avoid Them

People base their decisions on emotions and biases. One study conducted by neuroscientist Antonio Damasio found that even when one makes what they believe to be a logical...

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Financial Planning

Women’s Research Reveals Financial Risk and Unmet Opportunities

Women-owned wealth in America is expanding rapidly, and along with it, an unprecedented demand for high-quality financial services, products, and advice. Research affirms the...

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Financial Planning

Managing Leadership Transitions: Advice for Advisors Who Work With Women

The landscape of leadership in family businesses is changing. As more young women graduate from college and seek professional work, many are turning to their family’s business...

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Retirement, Financial Planning

Estate Planning: How To Talk About It With Clients

Talking about death, inheritance, and estate planning might not be enjoyable, but it’s a conversation every financial planner should have with clients — and the earlier it...

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Financial Planning, Retirement

Differentiating Yourself Among 70,000 CFP® Professionals

All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients...

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Financial Planning

How and Why You Should Manage Your Client's Team

The professionals who hold documents and information necessary to complete in-depth analyses and develop a comprehensive financial plan make up your client’s “team.” These...

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Financial Planning

Helping the "Sandwich Generation" Plan for Two Retirements

Americans are living longer than in past centuries. A 2010 study conducted by the Stanford Center on Longevity found that the number of Americans age 65 and over will double...

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