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In The News

ThinkAdvisor: Cryptocurrencies Haven't Been Relevant in Portfolios. That Might Be About to Change

This week in an article for ThinkAdvisor, Joe Elsasser, CFP® offers insights on cryptocurrencies and why and how financial advisors need to be prepared to answer client questions about the growing trend. 
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In The News

Perspectives Magazine: Choosing Software For a Strong Business Backbone

With rapid technological advancements, financial advisors now have access to a wide variety of software options to make different parts the financial planning process easier and faster. However, it can be difficult to determine which software to adopt and which tech you're better off skipping. For any financial planning firm with a focus on retirement the best place to start is with a solid retirement income planning platform.
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ThinkAdvisor: To Build a Thriving Niche Practice, Learn When to Say No

This week in his column for ThinkAdvisor, Joe Elsasser, CFP®, talks about how the biggest pitfall for niche financial planning firms is expanding to a parallel niche without the processes and systems in place to be able to provide the same level of service you do now.
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In The News

ThinkAdvisor: The Do's and Don'ts of Annual Client Meetings

This week in his column for ThinkAdvisor, Joe Elsasser, CFP®, talks about a shift in the financial services industry away from focusing on products to plan-centric relationships. Annual client meetings are a great time to focus on adding value and wowing your clients. Consider this list of do’s and don’ts to make the most of  your annual client review meetings and grow your practice
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Perspectives Magazine: Trusting the Planning Process

For financial advisors, the first half of the year has included some unique challenges. Cryptocurrencies, Reddit suggestions, and other high-flyers have been tempting to some investors. They are all too eager to abandon their initial plan and move toward the exciting new opportunities. However, a look at the past year shows the planning process works, and shouldn't be abandoned. 
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