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Investment Update -- Wrestling with the RallyCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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The Conscientious Advisor: A New Paradigm in Wealth Management SalesIn the wake of the financial crisis, advisors to either institutional investors or high net worth investors need a drastically different set of skills and personal qualities to succeed. This paper asserts that today's successful advisor must be more methodical and conscientious when dealing with clients and prospects. Furthermore, the paper contends, firms should establish a conscientious platform that helps their advisors succeed and prepares them for career advancement. The result is not only having happier clients but also more satisfied and more successful employees. Author: Tracy Nickl
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Investment Update -- Spring ForwardCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- Buckle UpCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- There's No I in TeamCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- Forward-Looking ReflectionsCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- The Election and its After MathCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- Interesting TimesCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- The Waiting GameCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Policies, Politics and Portfolios - Managing the Investment Impact of World EventsIt is impossible to pick up a newspaper or click on a news site without confronting today's economic challenges.Headlines broadcast the latest updates on America's slowdown, the Eurozone's meltdown and fiscal downturns of all shapes and sizes. It's clear that politics and policymakers are influencing portfolios in unprecedented ways. Business: Wealth Management
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