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Jun 29, 2017

What's Working Now: With a desire to be more efficient, this advisor and her team implemented a new email management process that leaves them feeling refreshed and productive. Learn how they do it here.

Jun 15, 2017

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses ways to wade through the political swamp with clients. It also offers a summary of the latest Fed meeting, the Phillips Curve, retail sales and consumer confidence, and last week’s tech selloff.

Jun 6, 2017

What's Working Now: This advisor bit the bullet and hired a second full-time admin to schedule his meetings with COIs and improve his client outreach.