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Business Management
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s …
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Business Management
How Advisors Can Delegate, Innovate, and Elevate
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, …
Business Management
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy
Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that …
Business Management
Delegation FTW: Using AI for Routine Communication Tasks
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
Business Management
The Case for a Diverse Workplace as a Business Driver
Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet …
Business Management
Navigating Change in Financial Planning with Erin Wood
Ever wondered why clients resist making financial decisions during life’s biggest changes? It’s by focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial …
Business Management
The Importance of Focusing on Women and the Next Generation in Client Segmentation
Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right …
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