The Elements

September 25th, 2014

5 Smart Goals for Financial Advisors in 2015

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5 Smart Goals for Financial Advisors in 2015

  Clarity creates confidence. If you really dive in and practice what you preach, you can make 2015 your best year yet. In order to do that, you need to have a clear picture of your goals, your desired results, and an action plan. Then, you must follow through. Here are 5 smart goals for […]

September 18th, 2014

What Your 9-5 Style Says About You – Dressing for Success

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Dress for Success

  Oh how this topic takes me back to the days of visiting my grandfather at his office. I would plop down on one of the chairs and pretend I was his client. I held such deep admiration for this man, not only because he was my grandfather, but he projected such confidence, comfort, and […]

September 10th, 2014

Marketing Your Financial Advisory Firm in 2015

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Marketing Your Financial Advisory Firm in 2015

  Here we go! NOW is the time to plan your marketing strategy for 2015. With more means to market your firm, it’s easy to get lost in knowing where to start and even easier to fall off track by wanting to do it all. Two things you need to keep in mind: If you […]

September 4th, 2014

What Mediocre Pay Raises Mean For Your Financial Firm

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What Mediocre Pay Raises Mean For Your Financial Firm

    Projections for 2015 pay raises are in. If you plan to stick to the predications, your team will see mediocre salary increases that still remain lower than pre-recession rates. What does this mean for your firm? The latest study from Mercer indicates increases for most industries and the average employee will fall in […]

August 28th, 2014

No Career Path – A Recipe for Costly Turnover

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No Career Path – A Recipe for Costly Turnover

  Attracting and retaining team members is one of the biggest struggles many of our clients face. With proper leadership, foresight, and planning, firms can avoid the costly expense of losing employees. While visiting with a friend the other day, she told me, “I feel I’m at a dead end in my career. There are […]

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Latest Blog Article

5 Smart Goals for Financial Advisors in 2015

  Clarity creates confidence. If you really dive in and practice what you preach, you can make 2015 your best year yet. In order to do that, you need to have a clear picture of your goals, your desired results, and an action plan. Then, you must follow through. Here are 5 smart goals for […]

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