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AugBy Curtis Brown In today’s fast-paced world, attention is the most valuable currency—and you usually have less than 30 seconds to earn it. That is why every financial advisor should have a strong, authentic elevator pitch ready to go. Whether you are at a networking event, a dinner party, or on a quick Zoom introduction, how you […]
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AugBy Curtis C. Brown, Jr. With AI dominating headlines and reshaping industries, I wanted to cut through the buzz and ask the questions most financial advisors are quietly thinking: Is this real? Is it relevant? And can it actually help me grow my practice without losing my mind or my clients? So, I did something different. I[…]
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AugBy Marsha Jones Trust, loyalty, referrals – these are built not just on portfolio performance, but on a shared purpose and common values with clients. Aligning your practice with purpose isn’t just good for the world, it’s good for business. Financial advisors that prioritize ethical practices and community engagement earn enhanced reputations and trust, drawing customers who[…]
