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Navigating the Hazards of a Misguided Investment Approach: Risks to Financial Planning Firms and Clients

In the realm of financial planning, the choice of investment approach is a critical factor that can determine the success or failure of a business and the financial well-being of its clients. The risks associated with an erroneous investment strategy extend beyond mere financial losses and can have profound implications for the reputation, legal standing, and client relationships of financial planning firms.

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Winning Client Satisfaction: Standing Out in a Challenging Market

A market correction can spell disaster for a financial planning business. Time is lost calming clients’ nerves rather than building your business. Some clients may even leave after seeing their capital shrink, and your income may plunge along with the market.

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Dynamic Asset - The Value of Differentiating Your Advice Business

When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition? 

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The Client Satisfaction Framework for Financial Advisers

Successful financial advisers require a rare mix of technical and interpersonal skills. A significant part of the client experience is created by how you structure engagement to ensure a positive client journey. One that is empathetic, informative, understood, and pinpoint-focused on their unique circumstances.

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Benefits of using managed discretionary accounts

Managed discretionary accounts (MDA) address two critical issues facing financial advice firms; the rising costand inefficiencies caused by increased compliance requirements and changing client expectations for better transparency and investment performance. 

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The Financial Adviser Solution for Today's Economy: Video Podcast

Goals Based Advice is just the first step in Goals Based Investing.

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The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

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