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Client Relationships
Coaching clients through uncertainty
This piece is approved to use with clients.
As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy.
In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.
Client Relationships
Turning tough conversations into better conversations
This piece is approved to use with clients.
Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conversations.
David Wood joins the podcast to discuss his four-step process for mastering tough conversations. Plus, David and Ben walk through an example of a tough conversation that you may come across as a financial advisor.
Policy and Regulatory Commentary
The Veepstakes
John Adams—the United States’ first vice president—called his role as second-in-command to President George Washington “the most insignificant Office that ever the Invention of Man contrived or his imagination conceived.”
Policy and Regulatory Commentary
Fed keeps its foot on the gas as the virus threatens the recovery
This piece is approved to use with clients.
Viewpoints from the July 2020 Fed Meeting. The Fed hints at a new policy framework.
Policy and Regulatory Commentary
A Decade of Dodd-Frank
This past week marked the tenth anniversary of the Dodd–Frank Wall Street Reform and Consumer Protection Act, or, as we know it, Dodd-Frank.
Policy and Regulatory Commentary
70 Days to Fund the Largest Government in the World
As we noted last week, the end of the federal government’s fiscal year is September 30—just 70 days away.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Actually HAS To Do This Year
Members of Congress are have been back in their home states and districts for the last two weeks and won’t return to Washington until July 20.