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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.
Alternative Investments
Alternative Investments: Myths & misconceptions
This piece is approved to use with clients.
A lot of misunderstanding surrounds alternative investments. Some investors still think of them as high-risk, exotic funds reserved for ultra-high-net-worth individuals and institutions. However the reality is that alternatives have a place in nearly every portfolio.
Client Relationships
Deep Dive: The GRIND - A Key Ingredient for Advisor Success
Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Tim Halverson a Regional Director, at Russell Investments, as they explore the 5 traits we believe makes an advisor successful.
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.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.
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.
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.