Deciding what to automate is as simple as 1 2 3.

Personal automation doesn’t always give you more free time. You need to be intentional in deciding what to automate to avoid creating more work. To start thinking critically about automation, ask yourself these simple questions:

  1. Does the task require your personal attention to get done?
  2. Does the task consume lots of time?
  3. Can you avoid too much personalization? 
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Will the iWatch Change Financial Advisor Technology?

Will the iWatch Change Financial Advisor Technology?

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Back when the smartphone (iPhone et al.) came out, various apps revolutionized how users managed their money. They were able to move away from the computer or visiting a bank, and manage their financial lives from a mobile device. With the introduction of the Apple iWatch to accompany the iPhone, apps that are on an iPhone [...]

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Periscope for Wealth Management business

What Is #Periscope, and How Can It Help Your Practice?

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If you haven’t heard of Periscope yet, no worries – it hasn’t been out long and is only just being used by larger brands. It has a rival competitor called Meerkat, but as Twitter now owns Periscope, it may become a larger name in this space. Here’s a quick overview covering what it is and how it might help your practice.

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Win More Clients With THIS Pricing Model

Win More Clients With THIS Pricing Model

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“I’ve interviewed three firms: one said I didn’t meet their minimum, the other had a huge fee for just managing my investments, claimed most of their work is done for free but they use some select products. Even I’m not that dumb. Is your whole industry so arrogant and f*&$ing confusing?”

Sound familiar?

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Lessons Learned: Advising Families from Foreign Cultures

Lessons Learned: Advising Families from Foreign Cultures

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I recently started working with a family with a strong Pakistani heritage. They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, it become clear to me that my whole education and experience was going to be turned on its head. Here’s what I learned.

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