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Life And Money: Seven Lessons For 2024

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As we enter a new year filled with opportunities, let us commit to serving our clients with diligence, honesty and clarity.

The Legacy Of Henry Kissinger

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Kissinger built a legacy that Americans would be wise to heed in this new era of great-power politics and global disarray.

Sponsored Content: Austin Collins--Turning Goals Into Reality

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Austin Collins of Integrated Wealth Advisors designed a business that enables him to bring amazing value to his clients.

Billionaire Heirs Have A How-To-Spend-It Problem

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If heirs don't know how to make money, are they good stewards of family riches?

How The Unexpected Poses The Biggest Cybersecurity Risks

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Cybercriminals can identify and exploit unexpected weaknesses in a company's cybersecurity.

The Next-Gen Lessons Behind Giving Tuesday

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The Giving Tuesday marketing blitz can be used to capture the attention of the next generation.

Build Better Client Relationships Through Philanthropy

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Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.

How To Attract, Not Chase, Clients

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Most successful financial advisors built their businesses by attracting clients, not chasing them.

Ten Reasons You Should Work Between The Holidays

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Clients will be very impressed to find you working between Christmas and New Year's. And you can reach them.

Advisors Won't Like What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Sponsored Content: Are You Discussing Clients' Other Advisors?

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Advisors who ask clients about their investments with other advisors set the stage to capture those assets.

Social Security Remains Unsustainable

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Cuts will happen unless Congress closes the gap between tax revenue and promised benefits.

AI Technology Tools To Enhance Your Digital Storefront

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Here are five tools that are changing how advisors make video content in 2023.

The Art Of Winning Ultra-High-Net-Worth Clients

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COI referrals are the primary source for financial advisors' best new clients.

Social Media Is Addictive But That's Not A Crime

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We (and our kids) spend more time on social media than we'd like. But not every problem can be fixed with a lawsuit.

AI Pulls Up A Chair At The Thanksgiving Table

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It was just days after Thanksgiving 2022, and the business world has been on fire about AI ever since.

America's Top 1% Don't Make As Much As You Might Think

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After-tax, the proportion of income garnered by top earners hasn't gone up at all since the early 1960s, researchers said.

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

The Hypocrisy At The Core Of America's Elite Universities

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The top schools like to talk about being inclusive, but their reputations depend on being selective.

How To Create Scarcity And Exclusivity In Your Practice

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One reason clients don't rush to provide referrals is there is no scarcity factor.

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