Practice Management

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  The Perks and Perils of Growing Your Firm

  By John Sullivan, AdvisorOne  |  June 12, 2013

  The things that make a firm grow could also destroy it, FA Insight says.

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  How to Lead With Your Heart

  By Angie Herbers  |  June 9, 2013

  What type of leader are you? Lessons for advisory firm owners from my grandfather, who liked to say that he led with love.

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  Lessons in Leadership From Peyton Manning, Biographer Isaacson

  By James J. Green, AdvisorOne  |  June 9, 2013

  The NFL quarterback and author of the best-selling Steve Jobs biography relate lessons from innovators and football at Pershing Insite.

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  6 Ways to Help Your Staff Be More Productive

  By Kirk J. Hulett, MS, Securities America Financial  |  June 6, 2013

  Take these simple, practical steps to ensure that your investment in your staff is maximized for everyone’s benefit.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  How to Give Clients Peace of Mind This Summer

  By Ric Lager  |  June 2, 2013

  Get ready to explain a principal preservation strategy for retirement plans if the summer stock market doldrums return.

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  How a Lesson in Trust Can Boost Client Service

  By Bill Good  |  June 1, 2013

  "People are loyal to people," a marketing instructor for financial advisors learns in a very moving way.

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  Word to the Wise Advisor: Play More Golf

  By Gil Weinreich, AdvisorOne  |  May 31, 2013

  Nine holes on the golf course could go farther to solving your client’s financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.

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  Business Is Good, Despite Mixed Feelings on Economy: SEI

  By Danielle Andrus, AdvisorOne  |  May 31, 2013

  Ninety-one percent of advisors polled at SEI’s National Strategic Advisor Conference in Dallas said they expected business to be better in 2013 than it was in 2012.

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  Video Games May Hold Key to Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 31, 2013

  The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.