In this session, financial planners will understand the basic principles of virtual advice and how to serve a whole new generation of clients. Attendees of the live event are eligible for 1 CE credit.
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Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
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In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen as luxuries for wealthy individuals are now becoming more common to the mass market, and how advisors should respond to the change.
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In this episode, Adam Holt & Derek Notman discuss what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!
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We’ve great news for the expert advisors and amateur cartographers who love using Asset-Map. Today, the platform is getting even better with the addition of Cash Flow Details to Target-Maps.
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When advisors want to grow their practice, many try to get to the next level by ramping up sales or by adding new technology that promises growth and scale.
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In the beginning of the robo-advisor movement, digital-only wealth management services offered a pretty simple value proposition.
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There are countless stories told about opposites colliding. One of the most popular is Dickens’ A Tale of Two Cities, which navigates London and Paris in the late 1700s…
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