Christy
Forget Fundamentals and Efficiencies. Is Reddit the Answer?
“Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that comes after it.” As...
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Christy
Dec 20, 20212 min read
A Guide To Year-End Planning For Advisors
Don’t let the restored in-person holiday bustle and focus on year-end planning for clients, detract from your year-end business planning!...
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Christy
Dec 7, 20212 min read
Add Anticipation to Your Client Gifting
During a recent business trip, we received notice that a FedEx package had to be signed for by a 21-year-old recipient. A welcome...
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Christy
Nov 22, 20211 min read
Why You Need To Be Insurance Savvy or to Partner with Someone Who Is
The Consolidations Appropriations Act of 2021, enacted at the end of 2020, contained a noteworthy change to how life insurance contracts...
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Christy
Nov 8, 20212 min read
Are You Hiring? Everyone Else Is!
I have always worked with growth-minded advisors. But in the past 12 months, I’ve noticed a significant increase in the number of...
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Christy
Oct 24, 20211 min read
Don't dismiss your firm's disclosure, they matter. Here's why.
It’s easy to dismiss your firm’s disclosure as just so much boilerplate. Yet a study published by the International Journal of Consumer...
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Christy
Oct 10, 20211 min read
Helping Clients Navigate Social Security's Continued Underfunding
The recently released trustees report from the Social Security Administration created headlines that raised more than a few eyebrows by...
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Christy
Sep 26, 20211 min read
September 11, 2021: Prompting Action Over Promises
For the 20th anniversary of 9/11, we had the privilege of hosting over a dozen combat-wounded veterans at our home. It was a moving...
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Christy
Apr 16, 20204 min read
What Should You Be Focused On Right Now To Optimize Your Practice? (Hint: it's not prospecting)
Are you still working your business but seeing indecision and delay from your clients? Are you feeling slow, stuck or like your practice...
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Christy
Jan 30, 20203 min read
The Ugly Chairs
After getting married in October 2008, my husband found an amazing new construction home in short-sale in Fairfield County CT. We...
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Christy
Sep 9, 20195 min read
The 1%: How a cubscout fundraiser is teaching everything about success in business (and life)
My kids are learning some amazing lessons, firsthand. Goal setting, kindness, persistence, ingenuity... and that the difference between...
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Christy
Aug 8, 20193 min read
Get staffing right the first time: use a detailed hiring playbook.
If you ask any accomplished advisor, "What is the hardest part of your business?" staffing is almost universally the answer. Recruiting,...
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Christy
May 21, 20194 min read
Giving Feedback Effectively
As an advisor's business grows, typically so does their team. One topic I see advisors struggle with is how they can provide the...
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Christy
Jan 25, 20193 min read
Tidying Up and Sparking Joy!
Whether you're among the growing numbers who have seen and become obsessed with Marie Kondo's Netflix series Tidying Up...
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Christy
Dec 26, 20184 min read
New Year - New You
With the holiday season coming to a close and a new year nearly upon us, it is common for accomplished individuals to turn thoughts to...
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Christy
Jul 29, 20184 min read
Does Your Client Experience Create Raving Fans?
Client experience is a common topic these days. Indeed, the ability to deliver a standout client experience drives client satisfaction,...
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Christy
May 3, 20182 min read
Does Your Team Know Your Preferences?
Every advisor wants their team to run like a well oiled machine, but there is neither enough time in the day to spell out every direction...
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Christy
Apr 24, 20184 min read
Can Visualization Take Your Practice to the Next Level?
Chances are you are already using mental imagery, but how you use it and whether you use it by design or default can matter greatly. Each...
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