0 visitor like this article | Viewed 2555 times | 0 comment
Summary: By now, most financial advisors are aware of the benefits of social media to keep them in front of clients and prospects, but simply signing up on Facebook or Twitter is not enough. When it comes to truly leveraging social media to strengthen relationships and increase referrals, there are tangible tactics that advisors can put into place.
0 visitor like this article | Viewed 2594 times | 0 comment
Summary: As children, we were taught to always tell the truth. Today, we’re expected to adhere to this guiding principle in our daily lives and in business. But what about when it comes to marketing?
0 visitor like this article | Viewed 2638 times | 0 comment
Summary: Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
0 visitor like this article | Viewed 2671 times | 0 comment
Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
0 visitor like this article | Viewed 4110 times | 0 comment
Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
