Blog Archives

BAM Advisor Services Adds JD Financial Fitness to The BAM ALLIANCE

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The BAM ALLIANCE Adds Avery Wealth

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Pariter Wealth Management Group to Partner with BAM Advisor Services

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Oath Planning Joins The BAM ALLIANCE

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Tabula Rasa Advisors to Partner with BAM Advisor Services

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The BAM ALLIANCE Adds HMV Wealth Advisors

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Dean Dorton Wealth Management Joins The BAM ALLIANCE

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BAM Advisor Services Joins Forces With Loring Ward

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Briggs Advisory Group Joins The BAM ALLIANCE

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Must-Knows About Qualified Opportunity Funds

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Top 7 Best Practices for Newish Financial Advisors

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Are You a Complainer, Consumer or Contributor?

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Taxes Are Everywhere, But So Are Planning Opportunities

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The Financial Advisors’ Guide to Being a Better Human

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Values & Mission

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Win Over Millennials By Helping Them Attain The Lifestyle They Want

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Orion Lands $27-billion AUM Account as The BAM Alliance Phases Out Its System Built on Schwab PortfolioCenter

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BAM Advisor Services Partners with Orion to Provide Portfolio Accounting Solutions

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BAM Firms Shine in 2016 Wealth Magnets Ranking

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Succession Planning: How a BAM Firm Became Buckingham

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Feeling Financially Secure Isn’t Tied to a Number on a Bank Statement

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Pull Clients Back from Obsessing Over the Markets

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Still More Tips to Avoid Presentation Disasters

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More Tips to Avoid Presentation Disasters

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Three Tips to Avoid Presentation Disasters

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Tax Withholding Choices for Your Restricted Stock Units (RSUs)

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Do International Actively Managed Small-Cap Funds Add Value?

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Do Actively Managed Small-Cap Funds Add Value?

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What Advisors Need To Know about the DOL Fiduciary Rule

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Searching for the “Perfect” Investment Is Counterproductive for Clients

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Three Ways to Get Prospects to Like You More

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Correcting the Advisor-Client Disconnect Over the Definition of Risk

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Lessons I Learned as a Mediator

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How to Prevent Clients from Making a Classic Behavioral Investing Mistake

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Why Dividend-Paying Stocks Are Riskier Than You Think

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Lessons from Guiding Blind Triathletes

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Get Clients Comfortable with ‘Short-Term Boring, Long-Term Exciting’ Investing

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BAM Firms Shine in 2015 Wealth Magnets Ranking

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The ‘It’s Not You, It’s Me’ Lesson for Advisors

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Dimensional Fund Advisors Earns ‘A’ Grade from Morningstar

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Happiness Is a Choice

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Building BAM Advisor Services: Transitional Realities

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How Advisors Can Learn Empathy from Doctors

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An In-Depth Look at the MFS Value Fund

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How to Tell If a Prospect Is Interested

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Building BAM Advisor Services: The Power of People

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Questions to Ask a Prospective Financial Advisor

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How to Open a Closed Mind

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Building BAM Advisor Services: Why I’m a Wealth Advisor

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Structure, Leadership and Culture: BAM Advisor Services Is Poised to Serve in 2015

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BAM Firms Shine in 2014 Wealth Magnets Ranking

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Six Things the Investment Industry Can Do to Change the World

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How to Define Passive Investment

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Building BAM Advisor Services: Behind the Vision

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Increase the Emotional Connection with Your Prospects

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How Will You Spend Your ‘Longevity Bonus’?

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The New Credential That Will Increase Your AUM

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A Second Look at First Impressions

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The Elusive Goal of Success

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A Touching Way to Increase AUM

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Use Oxytocin to Gather More AUM

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Seven Management Secrets from Successful Advisors

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Advance Tax Planning for Dental Office Buildings

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Seven habits of financially unsuccessful dentists

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Dealing With the ‘Personal’ in Personal Finance

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Current Thinking on Retirement Investing

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Creating a Culture of Success

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The Three Keys to Surviving Major Life Transitions

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Choosing your retirement income strategy

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Adam Birenbaum and Chiara Sockel Renninger Recognized in Investment News’ 40 Under 40

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CNBC List of Top 100 Fee-Only Wealth Management Firms Includes Eight BAM ALLIANCE Firms

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Larry Swedroe and Kevin Grogan Release “Reducing the Risk of Black Swans”

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My Take: This Is Only a Drill

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Grit Is Critical to Your Success

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Nationally Known Author and Blogger Tim Maurer Joins the BAM ALLIANCE

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