Grandview Wealth Management, LLC

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Find the Niche in Your Book and Leverage It

There is a clever way to find your Niche by mining your book and gathering data to replicate and develop a strategy to gather more clients that you thoroughly enjoy working with.
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How to Establish Good Financial Habits Early On

For people in their 20s, time really is on their side. These are the years to develop the habits to ensure a successful financial future. As with most things in life, practice does make perfect, and there are critical financial habits a young person needs to develop to ensure his or her financial future.
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6 Ways to Protect Your Most Valuable Asset—Your Practice

6 Ways to Protect Your Most Valuable Asset—Your PracticeHere are six actions you should be taking to protect your practice. How many of them have you got covered? Go beyond your errors and omissions insurance policy.  You have poured your heart and soul into your practice. What a shame it would be to take a hit because you neglected to fully protect what you have created.
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Documents, documents, documents!!

Documents, documents, documents!!As 2019 is coming to an end, it’s a great time to get organized for the New Year and clean through your documents prior to tax season. It’s important to know exactly how long you should hold onto important documents.Here are 5 suggestions for the length you should keep them and why.
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An Elevator Pitch for the Upcoming New Year

An Elevator Pitch for the Upcoming New YearMost Advisors have a tough time articulating to prospects and clients what they do! Having a pitch that gets people excited to talk to you is key. Here is a method that makes creating your new elevator pitch easy all while explaining who you are and what you have to offer.
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Black Friday is around the corner- Here’s How to Avoid ID Theft When Shopping

Black Friday is around the corner- Here’s How to Avoid ID Theft When ShoppingBlack Friday is around the corner. If you’re one the millions of Americans that eagerly waits for Black Friday and Cyber Monday to complete your holiday gift check list, then these tips are for you.
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How to Spice Up Your Recruiting with an Intern

How to Spice Up Your Recruiting with an InternInternships are extremely beneficial for both the intern and the firm. There are a variety of ways in which an intern can help you.
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How Do We View Older Workers in America Today?

How Do We View Older Workers in America Today? Many baby boomers are working well past 65. When asked why, many noted that it’s a combination of desire and really needing the financial support. This has become a hot topic as more and more baby boomers are deciding to work well past their prime working years. How do we view that? And are baby boomers too old to work?
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