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Wellness Check

For many of us, the term “wellness” calls to mind our physical and personal well-being as humans; and a “wellness check” might include annual doctor visits and bloodwork to make sure all our systems are operating as they should. After all, these checkups are the only way to truly see what’s happening under the surface for our…

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The Biggest Hiring Challenges Advisors are Facing Today (and What to Do About It)

The frustration on all levels is real. Hiring managers and business leaders across all industries are struggling to fill the open seats on their bus. So, what gives? Where has all the talent gone? And why is taking so long to find someone? Let’s start with the bad news. The Hiring Pool Keeps Shrinking Put…

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Status of Hiring in the Financial Advisory Industry

Has the Pandemic Made it Easier?  The short answer is “No” So here we are in 2021.  There does seem to be some light at the end of the tunnel with the vaccine roll out and although it has not gone as smoothly as we might have hoped, there does seem to be some momentum…

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99% Of Financial Advisors Make This Mistake.

Are you building your advisory firm into something that will stand the test of time? What I mean is, are you checking in on the health of your business regularly? No, I don’t just mean looking at the numbers. No, I don’t just mean checking in with your staff. I mean really getting under the…

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How to Take Time Away from Your Financial Advisory Business

I love traveling. I love exploring new places, seeing new things, and of course, trying new foods! Now that my husband has retired (and COVID has died down well enough), we have a lot more time to do this. No, I haven’t retired yet. Yes, I am still working. But that’s one of the perks…

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Something To Consider

It’s tough to know what the best-managed firms are doing. That’s where our Wellness Check comes in. Here’s the bottom line: Until you get have time to continually educate yourself and can research about how advisors at the top are getting ahead, you could be stuck where you are forever. And to be honest, comparisons…

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Congratulations To Four Clients Ranked “Fastest Growing RIAs” by RIA Edge and WealthManagement.com

WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and The Strategic Implementer is proud to announce that four of our clients have made The Fastest Growing Registered Investment Advisory (RIA) firms in their respective states. One of these four firms—Flourish Wealth Management—also ranked as one of the fastest- growing…

How healthy is your business? Get a Wellness Check today

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We aim to be accessible to all, with retainer services from just $2000 a month. For financial advisors not yet ready for a full consulting engagement, you may find our ‘Wellness Check’ – a comprehensive business audit – will give you the insight you need to move forward. Not unlike gathering and collecting client data before putting together a financial plan, the Wellness Check looks at the big picture, then dives into the more relevant details, to make solid, actionable suggestions on how to improve your firm’s health. You can find out more here.