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In the News
How financial advisers can retire well — instead of ‘dying at their desk’
Read the most recent article by TAG president, Bill McCance, on the irony o
Original Post
Helping Advisors Mitigate Sequence-of-Returns Risk in Client Portfolios
In order to create income and liquidity, clients naturally begin selling of
Curated Content
How Independent Financial Advisers Can Help Themselves to Retire

Read the original article by William McCance, President and CEO of TAG G

Advisors
How An 80/20 Analysis Can Help Grow Your Business
You’ve no doubt heard the old adage that 20% of your effort produces 80%
Curated Content
How Advisors Can Increase Retention with the 80/20 Rule

If 80% of a financial advisor’s positive business results are driven b

Curated Content
The 80/15/5 Rule For Financial Advisors

The 80/20 rule has several applications in finance, and not just in rela

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3 Bad Client Types to Avoid and When to Fire Them

The 80/20 rule tells us that 80% of our revenue comes from the best 20%

In the News
TAG Featured in the Boston Business Journal
Read the full article in the Boston Business Journal Consultants to financi
Curated Content
Values Check—Getting the Most from Life

The author notes that most people spend more time planning their vacatio

Curated Content
Survey: Half Of Advisors Don’t Expect To Grow In The Next Five Years

This article recaps some interesting results from the fourth wave of the

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