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Why You Should be Turning Your Advisory Business Into A Media Company

From IRIS
Added on April 2016 in Manage Your Practice
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Summary: Your budget doesn’t begin to compare with the megacorps, but that doesn’t change the fact that you’re both competing for the same market share. In this crowded space, content creation will give you an edge.

Do You Have a Viable Niche?

From WealthManagement.com
Added on April 2016 in Manage Your Practice
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Summary: Ask any marketing professional: How do you sponsor exceptional, powerful, effective marketing campaigns that deliver results? A quick response is to start with a viable niche.

Fear Being Replaced by a Robot? How to Thrive Against Robo Advisories

From IRIS
Added on April 2016 in Manage Your Practice
1 visitor like this article | Viewed 2825 times | 0 comment

Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?

Indie Firms Face Stiff Marketing Headwinds

From Financial Advisor IQ
Added on April 2016 in Manage Your Practice
1 visitor like this article | Viewed 2732 times | 0 comment

Summary: The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing.

 

7 Questions to Ask Yourself Before Starting a Blog

From IRIS
Added on April 2016 in Manage Your Practice
1 visitor like this article | Viewed 2931 times | 0 comment

Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.

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