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This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole. This week on Standard Deviations with Dr. Daniel Crosby, Dr....

Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).

Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospects.

Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.

Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.

It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...

Things didn't simmer down in the industry as summer temperatures continued rising. Our thoughts and prayers are with the victims of the Maui fires. Impact investors...

Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21.  In the meantime, you can check out all his prior reports here