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Summary: If you take a look at your book today, are you on track? When I ask that question to many advisors, the first response is usually “On track for what?” What I am asking is: Do you have goals and are you tracking and measuring against those goals? Unfortunately, most track their book by AUM or gross revenue (sometimes GDC).
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Summary: Sometimes it isn't what you say to the client. It's how you say it. If an adviser comes across as impatient or condescending, for example, the message won't be heard. "If you don't strike the right tone, your advice won't be followed, no matter how good it is," says Karol Ward, a New York psychotherapist and presentation coach.
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Summary: Newly minted financial planning assistant Airionne Givens didn't have a lot of money when she was growing up in St. Louis. And she saw plenty of other African-American families who struggled with college costs, retirement saving and other financial challenges. Until Givens went to college, she had never heard of, or knew about, financial planning. But once she did, she was hooked. "I wanted to help people who were in the same predicament as the people I knew, and I saw that this was a way I could do that," Givens says.
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Summary: CPAs are connected with so many clients for tax preparation and as such, they can be a terrific source of new business. If you’d like to get introduced to new accounting relationships and discuss how you share their vision of helping clients save money on taxes, social media is a tool you should consider. There are many ways for you to meet CPAs and accountants via social media. this article break them down by platform.
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Summary: If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help raise overall awareness and progress your relationship. Here are ten situations that give you an easy reason to touch-base with prospects and COIs on LinkedIn. We’ve also included a few ways you might respond.
