Morning Memo
Wealth Management Morning Memo

DECEMBER 10, 2020

MARKETING

Five Tips for Advisors to Establish Themselves with Financial Journalists

Too often advisors, reps and firms view media relations efforts as transactional and instantaneous.

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BUSINESS PLANNING

The Importance of Planning Discipline in Business and Life

What good is it to have annual goals if you only compare yourself against them once a year?

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SPONSORED CONTENT

FastChat Video: Behavioral Finance and What Advisors Need to Know

Listen as Ryan Bertrand, Vice President and Managing Director, Advanced Markets (CFP®, CLU®), Transamerica discusses year end review process.

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RETIREMENT PLANNING

Interesting Perspectives on Managed Accounts in 401(k)s and Overhauling Recordkeeping

The number of plan participants using managed accounts has barely moved from 2015 to 2019.

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SPONSORED CONTENT

Four Ways SMAs Help You Attract and Serve HNW Investors

You have unique needs and high expectations for your investment portfolio. Shouldn’t your investment experience be tailored to fit?

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Wealthies Circle Spotlight

Welcome to SPS Family

Get to know SPS Family with Executive Director of Firm Development, Jennifer Bacarella.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

CAREERS

CFP Board Center Touts All-Time Highs in Scholarships, Awards

The Center will be offering nearly $500,000 across 100 scholarships, 48 of which are new. That is a record number since the program was started in 2016.  

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TECHNOLOGY

PreciseFP Integrates With AdvicePay

The bi-directional integrations makes setting up clients on AdvicePay simple for advisors using PreciseFP.

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WEALTHIES CIRCLE DIGITAL FORUM

2021 Planning Strategies

Join a series of live, interactive panel discussions held on December 15th, 2020 covering the current state and future direction of wealth planning featuring executives from finalist firms and industry experts.

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