Ten Tips to Make Your Business Resolutions a Reality

man at computer

Written by: Rick Kent, CEO/Founder This article was published by AdvisorPerspectives.com, to learn more, click here. Let’s look back at the lessons of the past year to inspire our resolutions for the next one. It’s our time to ask ourselves, “What do we want to do? What do we want for our future?” What I love…

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Meeting The Demands Of An Evolving Tech Landscape


Written By: Rick Kent, CEO/Founder This article was published by Fa-Mag.com. To learn more, click here Technology use among financial advisors has exploded in recent years, as the industry seeks new opportunities to improve workflow, propel growth and deliver stronger financial plans for clients. At the same time, clients’ lives are increasingly intertwined with technology, and they…

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Tips for Developing a Cybersecurity Plan for Your Firm

man thinking

Written By: JP Pattinson, Vice President of Technology, Wealth Manager, Partner This article was published by InvestmentNews, to learn more, click here. Cybercriminals are becoming bolder and more sophisticated in their efforts to hack into networks in search of personal information and ultimately, large sums of money. At the same time, technology has developed in a…

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Drivers Propelling Advisor M&A Activity in 2021

driver propelling M&A

With Kay Lynn Mayhue There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options. Watch the video with our President, Kay Lynn Mayhue, below to…

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Three Factors Driving Wealth Management M&A in 2021

dollar markets

With President, Kay Lynn Mayhue This article was published by WealthManagement.com, to learn more, click here. Wealth management industry M&A activity continues to capture headlines, as advisors face an uncertain future and shifting client needs to create a new financial planning landscape. Many of the changes are welcome, enabling greater use of technology, larger planning…

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Year-End Planning Tips to Grow Your Practice

team in office

Written By: Zac Beckerley, Wealth Manager This article was published by ReThinking65.com. To learn more, click here. Year-end is a busy time for advisors, with pressing business activities, annual gifting to clients and partners, and supporting client needs all on the list of time-sensitive exercises. From a client-support standpoint, important considerations can include tax management, beneficiary updates,…

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Smart Ways To Help Clients See What Comprehensive Planning Entails

people in suits

This article was published by Investors.com. To learn more, click here. Some consumers view financial planners as stockbrokers. They expect their advisor to feed them hot stock tips and produce market-beating returns. In recent decades, advisors have tried mightily to educate the public about comprehensive financial planning. It extends beyond portfolio management to include an ever-expanding…

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4 Key Olympic Lessons for Advisers

people lined up

Written By: Kay Lynn Mayhue, President This article was published by InvestmentNews.com. To learn more, click here. This year’s Olympics were incredible, showcasing the world’s top competitors as a bright light following an incredibly difficult year. There were displays of kindness, such as U.S. swimmer Caeleb Dressel sharing his gold medal with fellow relay team member Brooks Curry,…

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