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6 Steps to Take Before You Build a Team

Added on February 2020 in Manage Your Practice
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Summary: Look to your right, then to your left. Odds are, you’ll see at least one team hard at work — and for a few good reasons.

Six Marketing Strategies For A Successful RIA

Added on February 2020 in Manage Your Practice
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Summary: Registered investment advisors face escalating competition for client assets, and the right strategy will differentiate winners from losers, said Andrew Town, vice president of institutional consulting for TD Ameritrade, who spoke during a presentation at the 2020 TD National LINC conference in Orlando.

Email Tops Social Media in Financial Advisor Digital Marketing Success

Added on January 2020 in Manage Your Practice
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SummaryEmail reigns supreme in advisors' digital marketing, according to Snappy Kraken. When compared to social media marketing campaigns, emails generate more traffic to advisor websites.

SEC publishes observations on industry cybersecurity practices

Added on January 2020 in Manage Your Practice
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Summary: The Securities and Exchange Commission’s office of Compliance Inspections and Examinations released a report on observations relating to cybersecurity and best practices by financial market participants.

A Marketing Lesson from a Wildly Successful Gas Station

Added on January 2020 in Manage Your Practice
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Summary: The stories of Sheetz and Wawa and how they shifted the focus of their brands offer a fantastic marketing lesson to every financial advisor.

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