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The Best New Year’s Resolution: Say Goodbye to Toxic Clients

A few weeks ago I featured two blog posts on the topic of “toxic” personality types that financial advisors encounter in their careers. Step one is recognizing these toxic personalities, and step two involves avoiding them, or transferring them out of your practice if needed. In these blog posts I discussed the first six personalities; […]

A Useful Strategy to Help You Achieve Your New Year’s Resolutions

By Dr. Jack Singer

It’s that time of year again. So many of us resolve to do this or that right after New Year’s celebrations. Why do we wait for the New Year? The answer is that somehow we magically believe that putting the old year and the unfortunate habits we maintained behind us, gives us a fresh outlook […]