Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're in the midst of a paradigm shift — one that admittedly ha
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Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
If we set goals that have a 50-50 probability of completion, we know we’re stretching ourselves; we also know that we’ll get to the end of the year achieving far more than we could’ve imagined just one short year earlier.
Things that every adviser should consider to make the most of their end-of-year planning
The advisers doing best right now are those who execute the little things
A seemingly appropriate conversation at the wrong time can be a painful combination
