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Why Coaching Works for Financial Advisors

Why Coaching Works for Financial Advisors

By: Abby Salameh, Chief Marketing Officer
Published October 5, 2016
In the 25 years I have been in this business, I have seen advisors struggle with executing a plan. It doesn’t matter what the plan is (marketing, technology, growth), financial advisors cannot seem to follow through and complete an initiative they started. By no means is it …

The Real Economic Impact of the New DOL Fiduciary Rules on Financial Advisor Compensation

The Real Economic Impact of the New DOL Fiduciary Rules on Financial Advisor Compensation

By: Charlie Latimer, Director of National Recruiting
Published September 21, 2016
There’s been plenty of coverage of the DOL rules that will take effect on April 10, 2017, so no need to beat a dead horse. However, what isn’t much talked about is the economic impact those conflict of interest rules will have on advisor compensation. There’s …

A Guy Adami Coachable Moment: Behind the Scenes of the Fed’s Potential September Interest Rate Hike

A Guy Adami Coachable Moment: Behind the Scenes of the Fed’s Potential September Interest Rate Hike

By: Guy Adami, Director, Advisor Advocacy
Published September 14, 2016
At 52, I continue to be astonished that some of my most lasting impressions have come from coaches. These “coachable moments” typically consisted of a stern tongue lashing and were often accompanied by flying chairs, tables, etc. Oddly enough, such lessons didn’t take place after we lost …

Five Things to Jump-Start Your Financial Firm Growth This Fall

Five Things to Jump-Start Your Financial Firm Growth This Fall

By: Abby Salameh, Chief Marketing Officer
Published September 7, 2016
As summer winds down and the air turns crisper and cooler, it’s time to refocus energy around making the 4th quarter as productive as possible. With the children and grandchildren back in school and summer Fridays over, these five activities should generate some additional growth opportunities for …

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