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Apr 20, 2017

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints evaluates geopolitical uncertainty, the start of Q1 earnings, two important economic reports, the upcoming GDP report, and a new wrinkle for the Fed.

Apr 20, 2017

We've all had those days where we wake up super-charged, motivated to get things done and make the day a success. Wouldn't it be great if every day went like that? It can, but you need a system in place to keep you motivated and moving forward. In this episode of AdvisorRadio, Craig Ballantyne, author of "The Perfect...

Apr 13, 2017

What's Working Now: This advisor isn't letting his firm's rural location limit his business. Find out how he's combining Social Security workshops and tech-savvy follow-up to maximize his firm's reach.

Apr 6, 2017

What's Working Now: With his own retirement approaching, this advisor built a succession plan that found two strong replacements for himself, integrated them into the firm using a set pay scale model, and arranged for a buy-sell agreement.