Academy Updates Articles

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June 13, 2017

Three Ways to Make Summertime A Productive Time!

The thought of summertime evokes visions of vacation, relaxation and time with family and friends. As you head into the...

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March 31, 2017

The Revitalization of the Referral: Is Your Practice Referral-worthy?

Recently, there seems to be a debate in the financial services industry on whether or not referrals are still a...

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January 16, 2017

Your Annual Operating Plan – The Key to Growth for a Successful Financial Advisory Practice

Many financial advisors excel in financial planning. However, their practices suffer because they don’t know how to operate a business....

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November 30, 2016

Maximizing Your Success in 2017 Begins Now

2016 has proven to be a confusing market for both advisors and investors.  2017 is stacking up to be just...

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September 20, 2016

Focus on High Impact Activities to Help Grow Your Practice

At a recent National Education Conference, Ken Unger discussed strategies that top advisors use to grow their practices. A key...

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July 19, 2016

Communication: A Key Component to Client Satisfaction During Market Uncertainty

2016 has been a confusing and interesting year so far for investors. The stock market fluctuations and current economic picture...

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July 19, 2016

Tax Planning: A Year-round Activity for Top-level Advisors

For most investors and advisors, tax season is officially over. It is a once a year occurrence and many investors...

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