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Mar 25, 2019

What’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retirement.

Mar 22, 2019

It’s never been more important to be a black belt in communication skills with clients. In this discussion with relationship expert and coach, Monica Parikh, you’ll discover the best way to connect with clients (even when they are upset), how you might be hurting client relationships with no idea why, ways to boost...

Mar 21, 2019

As you prepare for client interactions, Advisor TalkingPoints looks at the latest Fed meeting, mixed economic reports, financial conditions, Europe, and Q1 earnings.

Mar 19, 2019

The College Admissions scandal has exposed the lengths, in this case illegal, that some parents will go to in order to get their kids into well-known schools. And it has raised some urgent questions about high profile colleges and universities and using services such as "college consultants." Lynn O'Shaughnessy,...

Mar 18, 2019

What’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional model.