Growing Your Financial Advisory Practice Podcast

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...

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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...

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053: Building a Referral-based Financial Advisory Practice

 Building a Referral-based Financial Advisory Practice Financial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always been straightforward and predictable. Today’s guest...

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049: Unraveling Cross-Border Financial Planning

 Unraveling Cross-Border Financial Planning What unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can you help clients who straddle two countries? And more to the...

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044: 5 Principles of Good Financial Planning

     5 Principles of Good Financial Planning You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans....

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