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Summary: Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding partner at venture capital firm, Argyle Ventures. McKenna helped nurture a string of startups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.
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Suimmary: If you want to instill lasting and genuine loyalty in your clients, you have to understand what makes them tick. However, the subtle art of delivering exceptional client experiences is as much about you as it is about them. Don’t believe me? Try this deceptively simple self-awareness exercise: For 24 hours, as you go about your daily tasks, ask yourself: “Why am I doing this?”
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Summary: The Death of Referrals.That’s how industry research completed 2 years ago explained the decline in referrals as the top driver of growth for advisors. Regardless of these research findings, entrepreneurial advisors will always need referrals to remain profitable and achieve long-term growth.
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Summary: When helping RIAs with marketing, the first place I start is the website. And for good reason, it’s the first place prospective clients go! A DAC Group study found that “71% of purchases begin with online search” and “57% of the purchase decision is made before contacting you”. An effective website establishes your credibility, broadcasts your message, and shares your mission to the world!
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Summary: While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy. Even some of the largest firms, with vast amounts of money to throw at technology, have struggled.
