Archive Content Type: Article

How To Navigate Working With Difficult Clients In Your Practice

August 29, 2023

Working with difficult clients, in any industry, is just a reality of the world we live in. Or is it?

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What You Should Be Tracking As A Financial Advisor

August 25, 2023

Trying to eat healthier? Track it. Trying to spend less time on your phone? Track it. Trying to build a […]

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Why I Stay At Consolidated Planning: A Testimonial From A Seasoned Financial Advisor

August 18, 2023

Sometimes it’s hard to know if your decision will be the right decision. When you don’t make the right decision […]

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How Financial Advisors Use LinkedIn To Build Their Practice

August 11, 2023

LinkedIn is the biggest professional network in the world helping to expand your network. And what is financial advising all […]

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Top 4 Reasons Being A Financial Advisor Is A Great Opportunity For Women Returning To The Workforce

August 4, 2023

The thought of returning to the workforce after an extended leave of absence is quite frankly an intimidating realization. But, […]

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Why Client Retention Strategies Matter For Financial Advisors

July 28, 2023

Retaining 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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