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Business Development
Fall Checklist AND Stoplist
Checklists are excellent tools for delivering results and optimizing your team’s time. Stoplists are even better for providing focus and helping your team work smarter. Here’s our list of 10 things to stop doing.
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.
Business Development
The Four Fatal Assumptions We've Heard in 20 Years of Practice Management
Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which Russell believes prohibit them from reaching their full potential.
Business Development
15 Questions to Help Smooth Your Succession Transition
Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.