Blog | strategicadvisor

Forget Fundamentals and Efficiencies. Is Reddit the Answer?

Christy

Jan 11, 20222 min read

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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A Guide To Year-End Planning For Advisors

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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Why You Need To Be Insurance Savvy or to Partner with Someone Who Is

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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Don't dismiss your firm's disclosure, they matter. Here's why.

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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Helping Clients Navigate Social Security's Continued Underfunding

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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September 11, 2021: Prompting Action Over Promises

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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What Should You Be Focused On Right Now To Optimize Your Practice? (Hint: it's not prospecting)

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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The 1%: How a cubscout fundraiser is teaching everything about success in business (and life)

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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Get staffing right the first time: use a detailed hiring playbook.

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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Does Your Client Experience Create Raving Fans?

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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Can Visualization Take Your Practice to the Next Level?

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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