These last few months have tested us in almost every aspect of life and business. Markets continue to swing back and forth without warning. The workplace has moved from the office to our homes. Meanwhile, advisers try to calm clients' emotions as they face life-altering challenges of their own: job
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Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
If we set goals that have a 50-50 probability of completion, we know we’re stretching ourselves; we also know that we’ll get to the end of the year achieving far more than we could’ve imagined just one short year earlier.
Things that every adviser should consider to make the most of their end-of-year planning
The advisers doing best right now are those who execute the little things
A seemingly appropriate conversation at the wrong time can be a painful combination
