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‘Smart’ New Decade: 5 Ways to Make the Client Connection Count

As we ushered in 2020, electric car innovator Tesla surpassed the $500 mark, becoming the most valuable U.S. automaker, ever.[1] Disney+ joined “the streaming wars,” signing up more than 10…

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Grow Your Practice, Build Your Business
Insights on Strategic Growth

By Jim Palumbo, Principal and Chief Development Officer   This is the first of a two-part series on how to grow your practice strategically. Watch for Part II in the…

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How to Increase Profitability? Treat Your Business Like a Business

  Adapted from an AdvisorRADIO interview with Horsesmouth Editor in Chief Sean Bailey, the following edited excerpts of Jim’s radio interview ran Oct. 10 on the Horsesmouth Network, “Treat Your…

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Most Popular YouTube Videos

Here are the most popular videos from our YouTube channel in the last two months. Enjoy! And if you would like a copy of the sample Financial Advisor Business Plan…

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Unicorn Found!

  UNICORN FOUND “…perfectly-integrated technology is a unicorn.”   -Deborah Stavis, CEO, Stavis & Cohen Financial     “Technology and client demands are among the toughest challenges for more of this…

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Tech Tools for Financial Advisors

    Tech Tools for Financial Advisors by Jim Palumbo      Hey y’all, this is Jim Palumbo, from Dynamic Advisor Solutions and today’s blog is about what tech tools…

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