Author: Mandy Szewczuk
Apr
11
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Management During a Client Meeting Part 2: Timing
Previously in this series, we identified how challenging even a well-prepped-for meeting can feel. Initially, we discussed step one of creating an agenda that suits...
Mar
14
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Management During a Client Meeting Part 1: The Agenda
When preparing for a client meeting, whether it’s your introduction to that client or an annual review for someone who’s worked with you for twenty...
Feb
15
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5 Ways Financial Advisors Can Improve Communication Skills
As someone who works with people, communication is vital to your success. While authenticity counts, there may be some areas where your communication skills are...
Jan
16
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The Key to Writing Smart Emails
In the course of a day, how many emails do you receive? Hundreds, only a fraction of which you probably read, even with the best...
Dec
4
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Refresh vs Rebrand: Which One Works for You?
Over the last few months, we’ve shared several blog articles that can help you get back in touch with your marketing components such as your...
Nov
13
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Brand Freshness Check: Is your Logo Outdated?
One of the most defining features of a brand is its logo. Most of the places we eat, websites we visit, and services we utilize...
Oct
16
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Mission Statement Impossible: Tips for Writing Your Best Mission Statement
You’ve got a clever tagline in your email and on your business cards that sums up your unique practice, don’t you? As a financial professional,...
Sep
7
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Welcome to the Industry, Kids: Tips for Managing an Internship
After you’ve successfully completed the searching and hiring process to bring an intern into your office, you might think that the work is done. However,...
Aug
2
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Mentoring the Best and Brightest: Tips for Hiring an Intern
One of the best things about being a successful financial professional is finding ways that you can give back. This doesn’t only mean to your...
May
30
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Recap of the EFA 2023 Advisor Forum
Now that we’ve had some time to decompress from the amazing time at the EFA 2023 Advisor Forum on May 1-3, looking back over the...
