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How to Successfully "Program" Clients to Give You Referrals

Added on February 2017 in Manage Your Practice
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Summary: To program clients to understand that referring others is just part of our business relationship we need to begin with the introduction of the concept that referrals are an expectation. We then need to create ongoing top-of-mind-awareness of that expectation….but we have to deserve them too.

How to Hire The Right Social Media Director

Added on January 2017 in Manage Your Practice
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Summary: Social Media Marketing for business is not a nice to have anymore but a critical marketing function that when directed and managed correctly can lead to real business growth.

3 ways financial advisers can get ahead in 2017

Added on January 2017 in Manage Your Practice
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Summary: Too many of us opt to rely on our own experiences and gumption rather than trying to learn from the experiences of others. Financial advisers are no different. In an age where there are numerous resources at our fingertips, there's no excuse not to take advantage.    

Kitces to Advisors: Don't Fear Robos

Added on January 2017 in Manage Your Practice
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Summary: “Technology is not a threat, but an opportunity, if you build on that technology and add value,” Kitces told financial advisors in his presentation at the Inside ETFs 2017 conference underway in Hollywood, Florida.

How financial advisers can prepare clients for potential life-altering events

Added on January 2017 in Manage Your Practice
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Summary: We plan for weddings, vacations, retirement, education, concerts, dinners, errands and appointments. We plan for just about everything in our lives, but no one plans on getting sick or becoming disabled. Ironically, this highlights the importance of preparing clients for potential life-altering events.

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