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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

Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from a big-picture perspective can help you position your business for growth

  • May 31, 2017 December 18, 2017
  • 23:45

Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)

  • May 23, 2017 January 18, 2018
  • 05:20