What Is Your Elevator Pitch?

But, just like you need a specific screwdriver for a particular screw, you need more than one elevator pitch. Anyone can and will ask you what you do: that Fortune 500 CEO, a stranger sitting next to you on a

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What Is And What Is Not Included In The DOL Rule

The DOL fiduciary rule, which requires financial advisors to act in the best interests of their clients in retirement accounts, is set to be implemented April 20. Proponents of the rule say it will protect middle class workers and retirees

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Robo Advisors: Make The Most Of This New Market Reality

By 2020, the A.T. Kearney 2015 Robo Advisory Services Study estimates robo advisors will manage some $2 trillion. This growth represents both organic growth and shifts from traditional financial advisors. The most significant impact of the growth of robo advisors is a

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DOL Fiduciary Rule Delayed

The DOL Fiduciary Rule was scheduled to phase in starting April 10, but thanks to an executive order signed by President Trump, the DOL is seeking a delay. The Obama administration created the new ruling because it believed consumers need

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