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"Scalable Advisor" Blog

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I’m not really a work-at-home type of guy, but I’m also not a live-behind-a-desk guy either. After about 5 years into this business, I decided that I didn’t want to be a traditional desk-and-off ...

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When it comes to client meetings, we all want to improve. So we try stuff. We fix our agenda. We spend more time preparing. We ask better questions. But the problem is we’re so bogged down in “fix ...

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Obviously, financial advisors aren't the best designers. But little spots of bad design have the power to send the wrong message and kill your credibility with prospects and clients. It's a problem. W ...

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