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Your next client? Meet the six-figure skilled laborer

From InvestmentNews
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 3213 times | 0 comment

Summary: Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see every day.

 

5 Different Metrics for Your 2015 Strategic Business Plan

From wealthmanagement.com
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 3069 times | 0 comment

Summary: Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other important measurement opportunitiesyou may be missing that could directly impact your assets under management.

A chance to help one of your brothers

From InvestmentNews
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 3237 times | 0 comment

Summary: Despite what one may read in newspaper headlines or see on nightly television news shows, the business of providing financial advice is an honorable one — no less honorable than teaching children, taking care of the sick or keeping criminals off the street. In fact, a person who becomes a financial adviser isn't making a career choice; he or she is answering a calling.

It's No Different for Advisors: The Magic of Words

From IRIS
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 3200 times | 0 comment

Summary:  Writing your website content is not an easy challenge. As a Financial Advisor, you know how much it is hard to get a client and although most of them might be coming from referrals, you still want to give the best impression and prove your firm’s the best to start a long lasting relationship.

Upgrade your website or drive away business

From InvestmentNews
Added on January 2015 in Manage Your Practice
1 visitor like this article | Viewed 3056 times | 0 comment

Summary: The 2014 InvestmentNews Financial Performance Study of Advisory Firms found that the only marketing activity that top performing firms engage in more frequently than other firms was updating and upgrading their websites.

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