Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 6/15/2021

What’s Next for My Business: Is This a Trend or a Sea Change?

The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho...

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Client Retention 3/23/2021

Why Isn't Everyone Rich?

Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m...

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Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...

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Client Retention 12/1/2020

Stock Market Investing: Gearing Your Clients for Volatility

Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...

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Financial Advisors 9/22/2020

How to Stop Client Errors Before They Cost Time and Money

It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m...

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Client Retention 7/28/2020

3 Ways to Build Your Client Base as a Financial Advisor

Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...

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Client Retention 6/17/2020

How to Handhold Nervous Clients

What happens when the market has a big down day? Well, it had to happen eventually.

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Financial Advisors 4/28/2020

What is the Advisor's Curse?

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh...

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Client Retention 3/4/2020

Building Client Relationships: 1 Simple Task to Earn Loyalty

Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from...

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Client Retention 10/31/2019

How Clients Become Centers of Influence and Tell Your Story

In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w...

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Client Retention 9/16/2019

Be A Resource To Your Clients With Special Needs Children

Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge...

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