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Editors’ Choice: Why These Articles Were Great!


Rachel Staggs gives you 12 Reasons Clients Maintain an Ongoing Relationship With Financial Advisors, based on the years of research she has conducted.

Is Purpose Becoming More Important than Profit? Megan Snyder claims sustainability shouldn’t be a separate and distinct practice at organizations.

Samantha Russell says you might think that marketing to a niche demographic will put your firm at a disadvantage. Not so. Read more in How to Develop a Niche Market.

As you evaluate your favorite aspects of financial advising you should take time to find Time to Reevaluate Your Ideal Client. Susan Danzig says it might be time to do a little spring cleaning.

Sales is all about time management. That’s why 5 Ways to Tell in 5 Seconds if You’re Not Going to Close a Deal, by Adam Honig, is a perfect read

Ronald Sier thinks there is something strange is going on with financial planning. Find out more in This Is Why a Financial Planner Should Be Almost Schizophrenic.

Every relationship – professional and personal – is transformed when trust becomes the guiding force. Achim Nowak gives us a reminder of How to Charge the TRUST Battery.

Do Your Friends Really Know What You Do? If you’re an advisor, maybe not. Bryce Sanders sets you on a path to change all that.

Robert Glazer writes If You Or Your Company Are Professionally Ghosting: Stop. This is such bad form and we couldn’t agree more.

Rob Jolles says Not Everything Is Supposed to Feel Comfortable. Remember, “Life begins at the end of your comfort zone.”

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