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061: Building a Successful Practice That Is a Good Fit for You

061: Building a Successful Practice That Is a Good Fit for You

 Building a Successful Practice That Is a Good Fit for You Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a...
060: Grow Your Practice by Closing Estate Planning Gaps for Clients

060: Grow Your Practice by Closing Estate Planning Gaps for Clients

Grow Your Practice by Closing Estate Planning Gaps for Clients Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills,...
059: How to Create a Value-Based Portfolio that Performs Well

059: How to Create a Value-Based Portfolio that Performs Well

How to Create a Value-Based Portfolio that Performs Well Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm...