Paul Cantrell

December 20, 2016
Published by Paul Cantrell at December 20, 2016
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3 Simple Business Resolutions for 2017

The number of Americans that make New Year’s resolutions each year hovers somewhere around 45%, according to most studies. Wanna know what percentage of those making […]
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November 16, 2016
Published by Paul Cantrell at November 16, 2016
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Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
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November 1, 2016
Published by Paul Cantrell at November 1, 2016
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Halloween’s Over! Have You Begun Preparing Your Holiday Campaigns?

Trick or Treat! You probably uttered those words hundreds (or thousands) of times yourself as a kid. Most likely you’ve answered your own door as an […]
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September 28, 2016
Published by Paul Cantrell at September 28, 2016
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Use Your Tech Tools To Codify Consistency

Is your office consistent in terms of how it goes about handling the client onboarding process? In how it goes about managing and meeting client expectations? […]
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July 11, 2016
Published by Paul Cantrell at July 11, 2016
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Are You Burning or Building Generational Bridges?

Fidelity’s 2015 RIA Benchmarking Study found that 23% of clients are 70 years of age or older and that they hold 28% of assets. One can […]
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June 8, 2016
Published by Paul Cantrell at June 8, 2016
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Don’t Let the Breathless Headlines about the Next Big Thing Distract You

What’s truly important to the ongoing success and growth of your business? A lot of potential candidates for the category of “truly important” may have sprung […]
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April 21, 2016
Published by Paul Cantrell at April 21, 2016
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Prepare As If You’re Going to Succeed Brilliantly: A Lesson from The Martian

“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
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