Practice Management
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Video series: Three themes for financial advisors in 2022
- Our Blog
- Videos
James Bumpus, CIMA, Head of Intermediary Markets
Advisors could face a challenging year as they grow their practice. Here are three ways to serve current clients well and gain new business in the year ahead.
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The “W” Factor: Women in investing
- Our Blog
Whether you’re recruiting new talent for your firm or looking to grow your client base, women are key to the growth and evolution of the financial advice industry.
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What financial advisors need to know about generational diversity
- Our Blog
Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base.
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A financial advisor’s guide to investor behavior
- Our Blog
We tapped into the expertise of a behavioral scientist to examine the most common — and detrimental — investor behaviors. Here’s what professor Nina Mazar had to say.