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Monthly Archives: October 2017

October 24, 2017 |

The process of editing can be described in four stages: writing, critiquing, rewriting, repeat.  You’ll do this until you end up with a script that is concise in its message, complete in its handling of that message. In short, only as long as it needs to be and not a second longer. Hopefully, you

StoryTellers | , ,

October 17, 2017 |

Last month, we looked at how outsourcing the investment management can help reduce overhead costs and help you build credibility in your investment offering. This month, we’re going to look at how outsourcing can help you buy back a part of your day so you can focus on the parts of your job that t

Scott's Column |

October 3, 2017 |

Lately, we’ve been thinking that maybe our $500 flat-fee pricing model is a bit of a spotlight hog. Please don’t get us wrong. We are thrilled to be able to offer a low, flat fee. We believe strongly that our pricing model serves our advisors and their clients well. It allows us to fit more

Business Builders | ,