Practice management
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Why financial advisor diversity makes good business sense
Fresh perspectives, new markets, and succession plans. Learn how diversity and inclusion in the workplace can help your practice grow and thrive for years to come.
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Opportunities from a retiring population of financial services professionals
Over 35% of financial professionals are planning to retire within the next 10 years, and more than a quarter of them don’t have a clear succession plan. We’ll show you how to turn the risk into an opportunity by grooming rookie advisors and creating an attractive workplace for young talent.
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Three key financial metrics for retirement plan TPAs
Is your TPA firm poised to successfully withstand the changing marketplace? These key financial metrics can help you decide.
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Six myths about retirement plans for small businesses—debunked!
We debunk the myths that keep many small business owners from offering a retirement plan.
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Small business retirement plans—partnering for success
A strong recordkeeper relationship can help give financial professionals a real edge in the small retirement plan market. Here are a few questions to help gauge the strength of your provider partnerships.
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How to use LinkedIn to build your business
LinkedIn can help you prospect, engage, and showcase your value to potential retirement plan prospects. And we can help you turn a few minutes on LinkedIn every day into a new pipeline of retirement plan business.
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Perspectives on the role of the financial advisor from three successful women advisors
More than a third of financial advisors is expected to retire in the next 10 years. With women making up only 18% of financial advisors, there is ample opportunity for women to step into the role. So, we asked three leading female financial advisors about how they got where they are today, why they like what they do, and how the industry might try to attract more young people—and more women—to this rewarding career.
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2020’s lessons for 401(k) participants and financial professionals
Now that 2020 is hindsight, it’s important to look back and see what lessons it has for us. We’ve taken a look at the actions our retirement plan participants took in 2020 to gauge what kind of help they may need as they look forward in 2021.
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How to achieve positive flow with 401(k) optimization
Here’s an approach for optimizing the 401(k)s you manage.
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Six months of market volatility and COVID-19: reflections from August 2020
After six months of pandemic-related economic and market uncertainty—a look at what retirement plan participants have experienced and what actions they’ve taken.
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