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Tech-Savvy Advisors Are Outperforming Their Peers

Added on June 2017 in Manage Your Practice
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Summary: According to a new survey by Fidelity Clearing & Custody Solutions, the number of “eAdvisors”—or advisors using twice as many technologies as their peers, and have those tools more deeply integrated into the business—has increased by 10 percentage points since 2014.

An Advisor's Guide to Podcasting

Added on June 2017 in Manage Your Practice
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Summary: Podcasting is a cost-effective and valuable method for educating your existing client base, attracting prospective clients and strengthening your brand with referral sources.

Three niche market missteps and how to fix them

Added on June 2017 in Manage Your Practice
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Summary: There are a number of reasons why an advisor might choose to build out a niche business. Mainly, it’s hard to be all things to all people, and it’s becoming increasingly challenging to market yourself as a generalist in this competitive market. And, while it may seem counterintuitive, a niche business can actually invigorate your growth and expand your business opportunities.

NASAA Mulls Model Cybersecurity Rule for Investment Advisors

Added on June 2017 in Manage Your Practice
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Summary: The North American Securities Administrators Association is mulling a model cybersecurity rule for investment advisors and is currently developing cyber guidance and a “checklist” for small advisory firms to use to assess their cyber preparedness.

Q&A: Blogging for Financial Advisors

Added on June 2017 in Manage Your Practice
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Summary: There’s no denying that blogging is no longer a luxury but a necessity. Having a blog allows you to share specific knowledge with your stakeholders that you may not dive into on your website. Not only is a blog a great source of knowledge, it also plays a large role in lead generation. Furthermore, sharing your blog content on your social media channels can drive even more traffic to your site.

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