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This won’t hurt and won’t take long. Based on my experience with Financial Advisors and their employers around the country, I predict you will be dismayed if you read your group disability policy. Why? Because the disability benefits you might be entitled to under your corporate disability policy could be far less than you think.
Do you know how to correction proof your practice? What do I mean? Think of this analogy. You’re on a jet airliner which encounters major turbulence. It can be scary, but it’s not something to fear. Pilots train for this, and the wings on airliners are designed to flex upwards by as much as twenty-five feet in severe turbulence. 
How about your practice? If the market encounters turbulence, or even a correction, do you and your team know what to do? Have you incorporated flexibility into your toolkit? Just like pilots train for turbulence, you can train yourself and your team on how to deal with clients and thrive in the event of a market correction. Why is this important?
Research suggests that the assets advisors tend to focus on -- liquid assets such as stocks, bonds, and cash – represent less than half (45%) of a wealthy person’s portfolio. The other half (55%) consists of illiquid assets such as real estate, stock in privately owned companies, artwork etc. Advisors routinely ignore this “hidden half” – to their detriment and that of their clients. Join Cannon’s Duane Lee and Spardata’s Brad Davidson as they examine the reasons why advisors should take illiquid assets more seriously, and share ways in which they can better serve their clients.
Financial Advisors: Relevance Today and Tomorrow - Advisor Challenges & Consequences: The Changes Driving Disruption Require a New Perspective
Innovation and Business Modeling are classic management activities used by long term successful companies of all sizes and most industries. All businesses today operate in an ever accelerating state of change, and those who plan to survive have a plan that includes innovation and business modeling as key tools to help discover the way forward.