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Articles - Advisor Perspectives

What the CFP Board Needs To Do From Here

I’m not sure the CFP Board’s response to the Wall Street Journal’s expose has been as terrible as the emotions we're all feeling regarding its embarrassing article.



POSTED AUGUST 14, 2019 2:04 PM
Why Are Baby Boomer Wealth Transfers Failing?

Each year, high-net-worth families spend huge sums preparing their assets for transition to their heirs. Why do the majority of those plans fail?



POSTED AUGUST 14, 2019 2:02 PM
Was the Uber IPO a Success?

The more “exciting” an IPO’s first-day moves, the less the company has to celebrate.



POSTED AUGUST 13, 2019 5:28 PM
The Messy Business of Growth by Acquisition

Before you rush out to search for retiring financial advisers whose practices you can purchase, understand that acquiring another firm will create more problems than it solves.



POSTED AUGUST 13, 2019 9:09 AM
The Best Advisor Front-Office Technology

The high-level goal of marketing automation is to deliver the right content, to the right contact, at the right time, through the right media.



POSTED AUGUST 13, 2019 9:03 AM
The Inequity of a Federal Minimum Wage

A national fixed minimum wage poses a gross inequity when adjusted by local cost-of-living expenses and taxes.



POSTED AUGUST 13, 2019 8:52 AM
A Financial Planning Nightmare

The most thoughtful and comprehensive financial plans will be derailed by an extreme, but unfortunately common event…



POSTED AUGUST 13, 2019 8:24 AM
Politics is Dividing My Firm

We are holding a client event on climate change and what each person can do to help. The problem is a couple of my team members have chosen to make this about politics.



POSTED AUGUST 13, 2019 8:17 AM
The Prospects of a Weaker Dollar

I explore a few different ways that President Trump may try to weaken the dollar.



POSTED AUGUST 12, 2019 12:23 PM
How to Give Useful Advice

Planning is a lot of work for the advisor and for the client – so how can you make the payoff as positive and effective as possible? How can you make your advice useful?



POSTED AUGUST 12, 2019 12:16 PM

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