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How to Use Search Engine Optimization (SEO) to Grow Your RIA Firm

Added on February 2017 in Manage Your Practice
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Summary: In today’s digital world, many registered investment adviser (RIA) firms are being forced to reassess their marketing and business development plans. Like other industries, the digital era is completely rejuvenating the way entrepreneurs and business owners are developing their marketing initiatives

Should I … Hire a marketing expert?

Added on February 2017 in Manage Your Practice
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Summary: Anspach’s firm has gone from handling $33 million in assets under management at the end of 2011 to $115 million at the end of 2016. Her website, which had garnered 10 client inquiries each year before the marketer went to work, now brings in 100 to 120 potential clients annually.

Episode 11: RightSize Solutions' Wes Stillman Discusses Cybersecurity

Added on February 2017 in Manage Your Practice
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Summary: [PODCAST] On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues.

Voices Relying on cloud services? Expand your cyber defenses

Added on February 2017 in Manage Your Practice
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Summary: In order to provide real-time access to personal account and investment information, advisory firms use cloud-based technologies to deliver new products and services to their clients. Unfortunately, doing so provides cyber criminals with an access point to seize sensitive financial information for ransom or sale.

Most financial fraud victims share specific character traits: AARP survey

Added on February 2017 in Manage Your Practice
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Summary: Investors most susceptible to fraud typically exhibit an unusually high degree of confidence in unregulated investments and tend to trade more actively than the general investor population, according to survey results from AARP.

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