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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Brookstone: Deep Dive On Client Appreciation Events

(Brookstone) A perfectly planned and executed client appreciation event can speak volumes about the value you place on your client relationships. These interactions can come in various sizes and forms, from intimate gatherings to grand affairs. Depending on the advisor-client relationship and your event's nature, you might even consider encouraging your clients to extend the invitation to friends and family members.

AssetMark: Are We Having Fun Yet?

(AssetMark) It’s been estimated the average person will spend 1/3 of their life at work. As a financial advisor, your career is not just a job; it's a significant part of your life. However, if you find yourself feeling dissatisfied or overwhelmed, it's essential to take a step back and address the root causes. The financial advisory profession can be demanding, but it can also be immensely rewarding.