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Financial Advisor's Tool: Leveraging The New Weekly Twitter Digest
Start checking your inbox, you will soon find a Twitter Digest. On Monday, May 14, 2012, Twitter announced a new feature where users will have the option of receiving a...
6 Critical Touchpoints When Financial Advisors Onboard New Clients
ClientWise research indicates that the two most important factors in determining future client satisfaction are: service quality and satisfying client needs. Moreover,...
Client Acquisition: Financial Advisors Who Cold-Call with Cold Cuts
Here’s an interesting and creative approach for meeting new prospective clients, highlighted in the recent edition of Fast Company.
Field of Broken Dreams: What Mariano Teaches Financial Advisors
Mariano Rivera is the all-time best closing pitcher in baseball. He has a record 608 career regular-season saves. His 2.21 earned run average is the lowest ERA of any...
Mark Twain Teaches Financial Advisors How to Build a Sales Plan
“I called to give you an opportunity to see General Grant’s book, of which so much has been said in the papers.”
RIA Regulation Moves Forward
Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would...
Financial Advisors are Under-Coached
As a leadership tool for elite performers, executive coaching among top executives within Fortune 500 companies is an accepted -- and expected -- best practice. I’ve...
For Financial Advisors, the Grass is NOT Always Greener
Earlier this month, we highlighted seven blogs that we enjoy, and are written by financial advisors, “7 Financial Advisory Blogs that Rock”. One of these was the “Wall...
What Financial Advisors Can Learn from the Instagram Founders
No doubt you’ve heard the Instagram fairy tale. Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12...
Free Google Advertising for Financial Advisors
Here’s an interesting exercise for financial advisors. In your Google search box, type “Financial Advisors near (insert your zip code here)” Does your listing come up?...
4 Self-Tracking Tools that Help Financial Advisor Productivity
Ever have one of those days that whizzes by, and you wonder where the time went?
The Gloomy Generation: How Financial Advisors Can Help Baby Boomers
“All generalizations are false, including this one.”…Mark Twain
7 Financial Advisory Blogs that Rock, Part 2 of 2
Last week, we observed that blogging is finally coming of age for financial advisors. As more financial service companies find a way to work within compliance issues,...