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How To Prepare For A Recession | (770) 343-7299 | Atlanta, GA 30339

How to Prepare for a Recession

There’s been a lot of recession buzz as economists and others try to determine when it will...
It’s All About How You Sell Yourself - Call Now (770) 462-2118

It’s All About How You Sell Yourself

If you’ve ever watched Shark Tank, you’re familiar with the elevator pitch....
4 best Marketing plan For The Holidays

Marketing for the Holidays

The holidays are the perfect time to connect with your clients. Expressing gratitude and providing...
5 Social Media Takeaways

5 Social Media Takeaways

I recently finished reading “The Social Advisor” by Amy Mcilwain. If you aren’t...
advertising issues for rias

Developing a Business Strategy

Time flies, and here we are, another year is flying by. Evaluating your business strategy and...
Tax Planning For Financial Advisors | My RIA Lawyer

Tax Planning for Financial Advisors

Tax Introduction Taxes are one of the largest cash outlays for all small business owners, including...
Steve’s Corner: Accurate Forecast vs Fortune Telling | Atlanta, GA 30339

Steve’s Corner: Forecast or Fortune Telling?

Forecast or Fortune Telling? A recent survey found that the number one use of smartphones was to...
Delve into the ethical and compliance concerns around using client usernames and passwords in the advisory realm.

Using Client Usernames and Passwords

Custody. Most advisers don’t think about how the custody rule can be triggered by a variety...
conflict resolution

Conflict Resolution

Conflict happens. You’ve probably experienced it with a coworker or difficult client. There...

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