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5 Creative Ideas For Your Advisory Firm's Newsletter or Holiday Card

Added on December 2016 in Manage Your Practice
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Summary: Whether you’ve got your tree up and all your gifts wrapped or are freaking out that there are only 20 some days left until Christmas, there is no denying that the Holiday Season is officially here. On your long list of Holiday to-do’s is probably “send holiday cards” or “write holiday letter”.

Client Response Confirms Firm's Decision to Focus on a Niche

Added on December 2016 in Manage Your Practice
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Summary: This time we hear from Evelyn Zohlen, president of Huntington Beach, Calif.-based Inspired Financial. She recalls her choice to focus her practice on women in life transitions, and how one client confirmed she had made the right decision.

3 steps to adviser success

Added on December 2016 in Manage Your Practice
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Summary: The question advisers should ask themselves, then, is: What is the best possible future I can envision for myself, my practice and my team? If they understand the answers and stick with the right plan, they should end up taking the right consistent actions.

Staying "Front of Mind" With Referral Partners

Added on November 2016 in Manage Your Practice
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Summary: Smart professional firms and sellers adopt a variety of tactics to overcome this with the core principle being to nurture the relationship with high potential customers over time. Each interaction – be it a call, a meeting, a useful article clipped and sent, or an email newsletter – is designed to add value to the customer/prospect and to strengthen the relationship. Done well, these approaches have a huge payoff.

Voices - Make clients feel like its their financial plan, not yours

Added on November 2016 in Manage Your Practice
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Summary: For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.

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