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Practice Management

  1. When Should You Change Your Passwords?

    Your clocks aren't the only things worth changing in the fall.

  2. Advisor's Guide to Qualified Charitable Distributions

    Who can do these beneficial transfers, with how much money, to what kinds of charities--and how to execute (and report) the QCD.

  3. Performance Psychology: How to Improve Your Productivity in One Hour a Week

    Use the 30/30 Rule two times per week to slowly, but surely, turn the tide in your favor.

  4. The Reason for the DOL Rule: IRAs

    The primary reason for the Department of Labor's fiduciary rule doesn't involve protecting qualified retirement plans but rather unsuspecting IRA owners.

  5. How to Increase Your Prospecting Productivity

    Creating repeatable, measurable systems of work is key.

  6. Stick to the Facts to Overcome Affinity Bias

    When your clients suggest investment ideas from friends and family, they may be suffering from affinity bias.

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