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A Dentist's Formula For Success Knowing what financial advisory clients value most in life provides advisors the information to guide them in the right direction.   |
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The Financial Life Planning Process A step-by-step review of how one financial advisory firm does its job. |
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Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money. |
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The "More Time" Myth Advisors lose sight of what is possible with clients when they don't vary their scripts. |
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Scripts from the Past The intersection of money, psychology and financial planning. |
Financial Planning
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Their Brilliant Careers Financial planners rarely help clients manage their careers, but doing so could enhance the value of their greatest single asset. |
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Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients. |
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State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
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The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect |
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Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life. |
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January 1, 2011
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What's Money Got to Do With It? For some clients, positive growth isn't enough -- they still need their emotional ROI. |
Entrepreneur
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Robo-Stock Should you let a computer choose your investments? Quantitative funds do just that. |
Financial Planning
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What Clients Value Perhaps our biggest hurdle as advisors is that clients don't often see our value until years after they begin working with us, when they begin to experience their success. |
Registered Rep.
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Kevin McKinley |
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner. |
