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WHY YOU SHOULD START A FINANCIAL ADVISOR BLOG

Added on March 2017 in Manage Your Practice
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Summary: As I consult with many of our independent advisors, they frequently ask me about blogging: What is it? How do I do it? What are the benefits in maintaining blog about financial planning? While there are many tools and resources available to advisors who want to blog, the end result is often the same. The advisor writes or leverages approved content for a blog posting and then never revisits it, or waits months before doing so.

 

Running on Empty: The Advisor Energy Crisis

Added on March 2017 in Manage Your Practice
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Summary: Your energy level is business-critical, and how you manage it determines how you meet your clients’ needs. Frankly, the amount of time you have is moot if you’re low on physical, mental, emotional, and even spiritual energy.

Firm Goes from "Lifestyle" to Turbo in Four Years

Added on March 2017 in Manage Your Practice
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Summary: With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.

 

Great Companies Obsess Over Productivity, Not Efficiency

Added on March 2017 in Manage Your Practice
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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.

RIAs take a soft approach to cross-selling

Added on March 2017 in Manage Your Practice
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Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.

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