Perspectives

Perspectives

Inform your long term strategy

Perspectives

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Build your business and stay ahead of trends with fresh perspectives and useful insights.

Play to your strengths: How building a targeted offer can spur growth
How can you capitalize on your firm’s strengths to generate new business? Bridgewater Wealth & Financial Management shares insights from its experience launching Her Wealth, an initiative targeting the clients it serves best.

Help clients maximize charitable giving in 2017 amid recent events
Recent disasters, possible tax reform, and other factors may inspire a historic year for charitable giving. Guide your clients on the best ways to give before year-end.

Two scam attempts, diligent employees: $500k in client assets protected
Employees are your first line of defense against fraud. Learn how one employee detected and escalated suspicious activity—outwitting the fraudsters.

Intentional networking: Be more strategic with 3 simple steps
Networking offers so much more than just prospecting for new business. Tap into these techniques to help you cast a wider net and connect with the right people to bring value to your firm.

RIA Washington Watch: Tax reform moves to the front burner
Advocacy | 10/17
Expect delays: Schwab’s Michael Townsend maps out the potential detours ahead for tax reform law and the fiduciary rule.

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