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Community: Polls

  • October 14, 2014
    Is the Ebola Risk Affecting Your Practice?

    According to the Financial Times, ebola has joined the list of risks to world markets. Are you addressing it in any way?

    No Comments
  • October 7, 2014
    Are Staff Meetings Useful or a Waste of Time?

    Few businesses, large or small, run without meetings. Are group discussions actually helpful?

    No Comments
  • September 30, 2014
    Should You Ever Share Your Own Financial Problems With Clients?

    Advisors can form very close relationships with their customers, but is it OK for them to discuss their personal financial challenges?

    No Comments
  • September 16, 2014
    Should Close Friends Be Clients?

    Advisors launching a practice often reach out to the people they know well, but is it a good idea?

    Last Comment: September 16, 2014
  • September 9, 2014
    Why Is ‘Commission’ a Dirty Word?

    Some voices in the industry suggest no advisor who earns commissions in any form is conflict-free. What accounts for their opinion?

    No Comments
  • August 26, 2014
    How Do You Balance Work With Fitness?

    Planning can be a stressful career. How much of a priority do you place on keeping yourself in good health?

    No Comments
  • August 19, 2014
    Does It Matter Where Advisors Custody Client Assets?

    Custodians work hard to differentiate themselves, with everything from technology to research. Does it make a difference?

    No Comments
  • August 12, 2014
    Does the Foreign-Policy Mess Make Gold a Buy?

    The chaos in Ukraine, Iraq and Israel has gold bugs crawling out of the woodwork. What are you telling clients?

    No Comments
  • August 5, 2014
    How Do You Serve Clients Who Swear They’ll Never Retire?

    Many clients — especially business owners — fully intend to work until they die. What’s the advisor’s role?

    Last Comment: August 5, 2014
    1 Comment
  • July 29, 2014
    Will Floating-NAV Money Funds Matter to Clients?

    The SEC last week said it would reform the way certain money-market funds are valued and redeemed. Should clients care?

    No Comments
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