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Five Little Things For Your Monday: August 7, 2017

Added on August 2017 in Manage Your Practice
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Summary: Hot August nights have finally arrived and so has this week’s Five Little Things for your Monday post! This time we’re keeping up with the latest best practices on content marketing and relating to your clients.

High-Tech, High-Touch Marketing

Added on August 2017 in Manage Your Practice
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Summary: Client expectations about you and your practice don't suddenly kick into high gear after you’ve added an individual or firm to your book. They start way before you’ve even made your first contact, since prospective clients assume you have an online presence.

Advisers can cast off limitations with '5 Freedoms'

Added on August 2017 in Manage Your Practice
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Summary:  Last month on a podcast with Michael Kitces, partner and director of research at Pinnacle Advisory Group, we talked about the stress, struggles and strife that so often accompany building and running a practice. Or what I call the "stress of success." 

Marketing Automation for Beginners

Added on August 2017 in Manage Your Practice
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Summary: There is no such thing as a truly “automated”, hands-off approach to internet marketing. Rather, marketing automation software is designed to semi-automate many aspects of a marketer’s day-to-day tasks and free up more time for an organization. For some businesses, marketing automation enables faster, easier email personalization, timely information dissemination, and lead nurturing. For other businesses, automation software is essential for processing, fulfilling, and tracking orders accurately and efficiently.

It's Time for a Summer Technology Refresh

Added on August 2017 in Manage Your Practice
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Summary: As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.

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