Evidence-Based Persuasion Secrets

Published on September 4, 2024

Successful advisors are persuasive. They understand persuasion is critical to converting prospects into clients and keeping them as clients.

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Would-Be Corporate Dip Buyers Armed With Fresh $107 Billion

September 4, 2024
Equity bulls looking for signs of relief after Tuesday’s stock rout may get a hand from a familiar friend: corporate America.

Navigating the Investment Landscape: Insights and Warnings

September 4, 2024
In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing you