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      Featured Post

      Rate Cuts and Resilience — What Q3 Meant for Your Portfolio

      9 minute read | October 6, 2025

      We’ve reached the end of the third quarter and it’s time to assess the markets. What were some of the big drivers and takeaways? Let’s check in.

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      Client Relationships
      July 29, 2023

      Commission-Based to Fee-Based: A Step-by-Step Transition Guide

      As the financial advisory landscape continues to evolve, the traditional commission-based compensation model is being challenged by a more client-centric approach—fee-based...
      Client Relationships
      June 30, 2023

      Investment Metaphors: So Simple Your Clients May Start Quoting You

      Welcome to the captivating world of memorable metaphors in investment and financial planning! As a financial advisor, you possess a wealth of knowledge and expertise that can...
      Client Relationships
      June 16, 2023

      Why Investors Leave Their Advisors and How to Improve Retention

      It’s a business fact of life that clients will come and go. However, natural turnover rates will increase or decrease due to your approach toward client satisfaction. If you...
      Practice Management
      June 9, 2023

      Due Diligence for Financial Advisors: A Comprehensive Guide

      Clients want to rely on a financial advisor to make the best investment decisions for their future. As a financial advisor, the many options available can make it challenging...
      Values-Driven Investing
      June 2, 2023

      The Intersection of Investing and Faith

      Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an...
      Client Experience
      May 19, 2023

      7 Tips for Client Reviews that Get Referrals

      Your ability to attract and retain clients means everything to the success of your financial advisory practice. Excellent client experiences can help you retain existing...
      Client Experience
      May 5, 2023

      The Financial Advisors’ Guide to Client Feedback

      A common question we are asked by advisors is, “How can I improve the client experience?” The answer to this question is quite simple, ask your clients.
      Market Insights
      March 31, 2023

      8 Lessons Learned From the 2008 Recession That Are Applicable Today

      No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:
      Client Relationships
      March 20, 2023

      Cash Accounts and FDIC Insurance: What You Need to Know About High-Yield Savings and High Yield Cash

      In light of recent developments in the banking sector, many people are understandably concerned about the safety of their cash balances. Particularly, of concern are large...

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