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In this episode, financial advisor Nikki Savage discusses her approach to enhancing client retention and satsifaction by engaging in thoughtful, intentional relationship-building—specifically asking deep questions that uncover her clients’ true needs and using that insight to create highly personalized experiences. Listen in as Nikki reflects on filtering feedback to stay true to her values and […]

After the 1986 Tax Reform Act, Ed Slott made a strategic decision to specialize in IRAs—a move that not only set him apart in a niche field, but also helped him build a nationally recognized reputation as a leading expert. By leaning into his niche, he intentionally set himself apart from generalists by charging more to […]

Bloomberg / Getty Images President Donald Trump has threatened a tariff of 25% or more on iPhones made outside the U.SKey TakeawaysApple shifting production to the U.S. is "a fairy tale" despite President Trump threatening a tariff on iPhones made outside the U.S., Wedbush said.Wedbush estimates such a move would result in an iPhones with […]

filadendron / Getty Images A happy money manager checking the performance of her investments on a laptop.At this point, the enduring popularity of high-paid money managers is a mystery. People trust them to manage their money, paying them handsomely to beat the market. But they rarely do. After accounting for fees, money managers’ picks often underperform […]