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Summary: In one of my last posts, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In today’s post, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, evidence-based.
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Summary: As the head of a cybersecurity management firm, I have built an entire business around protecting RIA technology systems and their data. My livelihood depends on getting cybersecurity right for my own firm and for my clients. A breach of any sort could be catastrophic to my business.
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Summary: There’s an old saying: “People who don’t have goals will find themselves working for people who do.” And most financial advisors have goals. However not every financial advisor achieves his or her goals.
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Summary: [Podcast] My guest on today’s podcast is Dennis Moseley-Williams. Dennis is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors in how to design and deliver a great client experience.
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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?
