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Lead With Why: Storytelling Helps Sell Alts

Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.

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Nate Oltmans: Explaining Alts to Clients

Nate Oltmans: Explaining Alts to Clients

Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) offers insights in this Blue...

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The Urban Exodus Could Be Temporary

There has been a lot written and said about COVID-19 and teleworking friendly work policies sending urbanites permanently into the suburbs and…

New Evidence Shows WFH Isn’t Going Away

There are some different schools of thought on remote work, or working from home, but several new indicators strongly suggest that the trend—which has existed for…

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