Suffering From Hurry Sickness?

By Financial Advisors

Do you find yourself with no time to think?  Running at an unsustainable pace?  Need a retreat?  You’re not alone! General Oliver P. Smith was a highly decorated combat veteran and Commander of the 1st Marine Division in the Korean War.  In November of 1950, he was given orders to go as fast as he could north to the Yalu River, the border of China and North Korea.  Rather than move at the pace commanded, he continuously slowed his division’s march to the point of near insubordination. But he didn’t just drag his feet.  All along the way he established…

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Suffering From Hurry Sickness?

By Personal Development

Do you find yourself with no time to think?  Running at an unsustainable pace?  Need a retreat?  You’re not alone! General Oliver P. Smith was a highly decorated combat veteran and Commander of the 1st Marine Division in the Korean War.  In November of 1950, he was given orders to go as fast as he could north to the Yalu River, the border of China and North Korea.  Rather than move at the pace commanded, he continuously slowed his division’s march to the point of near insubordination. But he didn’t just drag his feet.  All along the way he established…

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Helping Clients With Their ROL, Not Just Their ROI

By Financial Advisors

Want to help your clients retire with a great ROL (return on life)? Then help them with something other than their money. Help them with the things money can’t buy; purpose. An article from Inc., states that 91% of happy retirees are either “very” or “extremely” comfortable with their sense of purpose. On the other hand, 89% of unhappy retirees are either “slightly” or “not” comfortable with their sense of purpose. The Advisor of the future will help people attain their financial goals and their life goals. If Stephen Covey was right when he said, “Start with the end in mind”,…

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What Does the DOL Rule Mean for Advisors and Their Clients?

By Financial Advisors

A recent Eaton Vance survey of 1,000 FAs, released in February of this year, shows that 71% don’t understand the Department of Labor Fiduciary Rule. If you’re a Financial Advisor, it’s time you understand it. Yesterday the Obama Administration released its fact sheet on the DOL’s Fiduciary Rule that “cracks down on conflicts of interest in retirement savings plans, ensuring that retirement savers get investment advice in their best interest” (their words not mine). The rule is supposed to help Americans save more for retirement and reduce fees and commissions. Opponents say the rule is altogether unnecessary, a death sentence…

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2 Questions Every Advisor Should Ask Their Clients

By Financial Advisors

“Hold the pickles, hold the lettuce. Special orders don’t upset us. All we ask is that you let us serve it your way!” These lyrics to the catchy Burger King jingle said to the world in 1974, “Forget McDonalds and their rigidity…we’ll make your burger just like you want it.” This resulted in a healthy increase in gross sales and profits for Burger King. McDonalds soon followed suit, becoming more flexible with their orders. Do your clients get it “their way” or “your way”? With so many choices out there, it’s a question more relevant today than ever before. When…

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