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This 99-year-old adviser has never lost a client

From InvestmentNews
Added on June 2015 in Manage Your Practice
1 visitor like this article | Viewed 3273 times | 0 comment

Summary: As she nears 100, Irene Bergman has some advice for enjoying a long career on Wall Street: Don't do anything stupid.

More than ever, advisers make a splash with social media

From InvestmentNews
Added on May 2015 in Manage Your Practice
0 visitor like this article | Viewed 3102 times | 0 comment

Summary: Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial advisers, both found that advisers are breaking down the barriers and using social media for their businesses.

5 Ways to Perfect Your LinkedIn Profile

From Inc.
Added on May 2015 in Manage Your Practice
1 visitor like this article | Viewed 3680 times | 0 comment

Summary: If your LinkedIn profile reads more like a resume, you're making a huge mistake -- especially if you're hoping to land new customers. But don't just take my word for it. I recently talked with Mike Derezin, Vice President of LinkedIn Sales Solutions (and therefore a guy perfectly placed to know what helps small businesses gain new customers and build stronger business relationships), about ways you can create the perfect LinkedIn profile.

The Kids in the Hall and Networking Events

From WealthManagement.com
Added on May 2015 in Manage Your Practice
1 visitor like this article | Viewed 3119 times | 0 comment

Summary:  I’ve always found ‘networking events’ are valuable on many levels for advisors, more than just the obvious one of business development. Here are four tips to help you make the most of your next networking event experience.

When Do You Work?

From WealthManagement.com
Added on May 2015 in Manage Your Practice
1 visitor like this article | Viewed 3854 times | 0 comment

Summary: Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days. The data shows the financial and business industries have one of the highest concentrations of employees working between 9 a.m. and 5 p.m., with a significant portion taking the lunch hour very seriously

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