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Seven business strategies for advisers in 2018

Added on December 2017 in Manage Your Practice
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Summary: The world is changing fast and you can't plan for everything. But you can implement sound strategies today to position your business for future success.

The New PR Strategy for Reaching Clients: Be Your Own Media

Added on November 2017 in Manage Your Practice
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Summary: It was not long ago when a public relations program designed at getting your name in front of potential clients was pretty simple: get your name in the local media on a regular basis, do some local charitable work and hang out at your local country club.

How Financial Advisors Can Use Social Media to Connect With Current and Prospective Clients

Added on November 2017 in Manage Your Practice
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Summary: For any successful marketing plan, the first and most important step is to determine the main purpose and goals for any activity. Before even considering leveraging social media to connect with current and prospective clients for your advisory firm, you should consider.

 

Surprise! The SEC Is Here! Are You Prepared?

Added on November 2017 in Manage Your Practice
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Summary: In case you missed it, the U.S. Securities and Exchange Commission examiners in Boston, Mass. have been showing up at registered investment advisors’ offices unannounced to conduct “surprise” examinations. 

Voices How a personal crisis transformed what I ask clients

Added on November 2017 in Manage Your Practice
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Summary: There’s one crucial question I ask of clients before I start working with them. It often doesn’t take too long to answer, but it can determine if I accept these people as clients or not.

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