Micro Advisor Model vs. Macro Advisor Model
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September 8, 2023Meeting with your clients is what makes up the bulk of your career as a financial advisor. According to a […]
Read MoreWhat You Should Be Tracking As A Financial Advisor
August 25, 2023Trying to eat healthier? Track it. Trying to spend less time on your phone? Track it. Trying to build a […]
Read MoreWhy I Stay At Consolidated Planning: A Testimonial From A Seasoned Financial Advisor
August 18, 2023Sometimes it’s hard to know if your decision will be the right decision. When you don’t make the right decision […]
Read MoreTop 4 Reasons Being A Financial Advisor Is A Great Opportunity For Women Returning To The Workforce
August 4, 2023The thought of returning to the workforce after an extended leave of absence is quite frankly an intimidating realization. But, […]
Read MoreWhy Client Retention Strategies Matter For Financial Advisors
July 28, 2023Retaining current clients, according to the Brevet Group, is 6-7x less costly than acquiring new ones. Yes, 6-7x LESS. If […]
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