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3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website
For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help...
Financial Advisors: Do you really want to “pitch” your clients?
I subscribe to SmartBrief, a service that I find very valuable. The company is on a mission to “save you time and keep you smart.” (Great value proposition, btw.) Each...
The 5 Essential Functions of the Financial Advisory Team
Today, the industry is evolving into a new stage of the wealth management model. This evolution is driven, in part, by demographics. As Baby Boomers reach their...
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?...