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Practically Speaking with John Anderson

Common-sense ideas to grow your advisory business

Meet our contributors
About Practically Speaking
  • Practically Speaking
  • Blog Posts Apr 15, 2022
    Sustainable investing: the cost and impact of doing good Matt Potter, Director of Investment Services Matt Potter Does doing the right thing mean sacrificing potential performance? What research shows about sustainable investing.
  • Blog Posts Apr 08, 2022
    Humans vs. robots: Why personalization wins John Anderson John Anderson How hyper-personalized marketing beats out robo-advice every time.
  • Blog Posts Apr 01, 2022
    Should we do this? A tool to help you decide Shauna Mace Shauna MACE, CHPC™ Sometimes the best answer to the question, “should we do this?” is “no,” or “maybe later.”
  • Blog Posts Mar 23, 2022
    Four tips to make your communications work harder Shauna Mace Shauna MACE, CHPC™ How you talk about yourself matters. Determining what you say and how you say it is foundational to client growth and retention.
  • Blog Posts Feb 18, 2022
    Why human connection should be your top priority Harley Nager Harley Nager, CFP® How to cultivate your firm’s culture, and why it’s so important to your success
  • Blog Posts Feb 04, 2022
    The art of doing less and accomplishing more Shauna Mace Shauna MACE, CHPC™ Advisors can get more of the right things done when they actively drop things off their to-do lists.
  • Blog Posts Jan 25, 2022
    Got the "Great Resignation" blues? How to rejuvenate your practice John Anderson John Anderson Don’t give in to the “Big Quit” mood. Here are some things you can do to boost motivation and revenue.
  • Blog Posts Jan 20, 2022
    Small advisor firms: Why my money is on David, not Goliath Harley Nager Harley Nager, CFP® Smaller firms may lack the muscle power of large RIAs, but they have powerful advantages like focus and personalization
  • Blog Posts Jan 06, 2022
    4 tips for advisors to turn website visitors into leads John Anderson John Anderson Graham Turner, Advisor Websites, shares easy tips to help turn web visitors into leads
  • Blog Posts Dec 30, 2021
    Happy high-performing new year Shauna Mace Shauna MACE, CHPC™ Do you have these high-performance habits?
  • Blog Posts Dec 22, 2021
    Key insights from 2021: what to watch in 2022 John Anderson John Anderson Practically Speaking contributors share key takeaways from 2021and hot trends for next year
  • Blog Posts Dec 17, 2021
    Surprising trends that financial advisors should watch in 2022 J. Womack, Managing Director, Investment Solutions J. Womack What to keep your eye on in the intersecting worlds of financial services and technology.
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