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Is Enhancing Customer Experience the New Frontier for Wealth Advisors?

“Take the time to walk a mile in his moccasins.” Mary T. Lathrap, 1895 By Jim Palumbo The industry has changed. Have you been left behind? Advisors who simply open…

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Proactive, Sound Advice Helps Clients Weather the Storm

By Eric Braund, CFP®, CRPC® COVID-19 has forced advisors everywhere to take stock of client relationships and the ways in which we provide sought-after advice. When the Dynamic team reached…

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Lessons from Quarantine, Part III: Find Your Joy

By Jim Palumbo In this final installment, Principal and Chief Development Officer Jim Palumbo encourages us to find our purpose in the post-pandemic new normal. After all, that’s where we’ll…

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Lessons from Quarantine, Part II: Spend Time with Those You Love

By Jim Palumbo In this second installment, Principal and Chief Development Officer Jim Palumbo shares in these trying times the importance of pouring love into your family and watching them…

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Lessons from Quarantine, Part I: Prepare for the Future

By Jim Palumbo In the first of a three-part series, Principal and Chief Development Officer Jim Palumbo shares his personal life lessons from quarantine as well as his views on…

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Could Your Next Trade Cost You Your Practice?

Stop and Heed 10 Trading Best Practices By Craig Morningstar and the Portfolios Services team As if portfolio management wasn’t already a risky business, a volatile market such as the…

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