Mon.May 23, 2022

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Risk and Strategic Intelligence

Norman Marks

One of the issues that has concerned me over the years is who is not only responsible for understanding what might happen (both risks and opportunities) but also has the capability to do so. The easy answer is that operating management is responsible for understanding, evaluating, and addressing what might happen that could affect their […].

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Quoted: Member Media Roundup

XY Planning Network

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.

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First Meeting with a New Client—Preparation Checklist

Don Connelly & Associates

The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. For you, it's the first opportunity to showcase your professionalism and reinforce your new client's decision. You both hope this will be the beginning of a long and trusting relationship.

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Examples of great things ethical financial advisors really like to do!

Envision Wealth Planning

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Advice-only financial planners are stealing the show!

Sara Grillo

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.