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Dan Richards discusses how more consumers are using smartphones as their primary device to go online

  • August 20, 2017 January 18, 2018
  • 18:00

Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients

  • August 13, 2017 January 18, 2018
  • 12:45

Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business

  • August 7, 2017 January 18, 2018
  • 12:00

Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service

  • August 1, 2017 January 18, 2018
  • 09:30

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

  • July 17, 2017 January 23, 2018
  • 11:57

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

  • July 10, 2017 January 18, 2018
  • 05:30

Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)

  • July 3, 2017 January 18, 2018
  • 07:20

Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse (Part 1 of 4)

  • June 19, 2017 January 18, 2018
  • 05:20

Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)

  • June 12, 2017 January 18, 2018
  • 05:30