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Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily lose track of the importance of maintaining a long-term outlook. We all know the damage a hasty response can wreak on an investment plan. The challenge for advisors is to keep anxious clients focused on their long-term goals while guiding them through the turbulent periods.

As an advisor, these challenging times can present unique opportunities. Now more than ever, clients will listen to you and heed your advice for diversification and prudent planning. Such times can provide you with the opportunity to help clients understand that market corrections, while unpleasant, are a natural and inevitable part of the market cycle.

And market downturns like the one we are currently...

5 Traits of the Most Successful Advisors

Originally posted by Maggie Crowley on Advisor Websites

Professionals in the financial industry often have alot in common: more often than not, we’re morning...

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Top 5 Blogs for the First 5 Months of 2013

The first five months of 2013 are just about over, making it a good time to recap the top five blog posts thus far. If you’ve missed them, here’s your chance to catch up on the posts our readers were most interested in these past five months:

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How Sales Analytics Provides Insight into the Health of Your RIA

Contributed by Tim Norton, Client Enhancements at Trust Company of America

How much do you really know about the health of your RIA?

A comprehensive sales analysis is one of the best ways to gain insight into the health of an RIA. Sales Analytics, Trust Company of America’s...

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How to Create a Perfect Advisor Blog Post

Originally posted by Maggie Crowley on Advisor Websites.

I have spent a good deal of time trying to convince advisors of the...

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