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Summary: For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies.
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Summary: Now you have your own brand to build, your own story to tell, in order to help drive your growth. Now, you have the freedom to speak with the press, to become a valuable resource to the media that reaches your target audience, this way driving your brand to new heights.
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Summary: Advisors better move quickly to enhance their cybersecurity policies and operational infrastructures to respond to a report recently issued by the Securities and Exchange Commission’s Office of Compliance and Inspections.
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Summary: We recently launched a turn-key video solution for financial advisors called Oechsli Mobile. We always learn a lot from running a new program and one thing we’ve learned in this one is ... nobody likes the way they look on camera. This tends to fade over time, but at first, it’s hard to watch yourself. Remember, this is in your head, not other people’s. Also remember, nobody is great at video at first, but you only get better through volume.
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Summary: Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it—every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.
