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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...

How Advisors Can Use Mobile Devices to Differentiate and Increase Productivity

I know mobile technology is big in the advisor industry right now. But, if there was any doubt in my mind about the sheer reach of this trend, it was put to bed at this year’s T3 Conference (See:...

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The New Facebook Search Graph: Will It Change How RIAs Think About Social Media?

I get asked all the time about advisors being on social media.  We all know the issues: compliance scares people from taking action, lack of compelling content, who wants to follow their advisor on Facebook…to name a few. I, for the most part, have told advisors to concentrate on...

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What Trust’s ISO Certification Means for Advisors’ Data Security

You probably don’t spend much time thinking about data security, but it’s vitally important to both you and your investors’ peace of mind. Trust Company of America recently achieved the International Standardized Organization (ISO) 27001-Information Security Management Systems (ISMS). ISO is...

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How Liberty’s New Trading Features Make Your Practice More Efficient

Is technology slowing down your business? At the end of February, Trust is launching several new features on the Liberty platform that are designed to make portfolio management simpler than...

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