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Summary: Financial advisors who start their own firms, like so many other entrepreneurs, are driven by a vision of how clients should be served, and then build a business to deliver those services. If the vision is a good reflection of what people really do want, and is well executed, the business is rewarded with success and growth.
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Summary: Did you ever have a call with a prospect where you just came away with this really bad feeling ? And in spite of that ominous feeling, you just continued to chase the deal anyway ? Did it go anywhere ? And if it did, did that prospect turn out to be a great client ?
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Summary: The financial services industry is vital to financial planning in many ways. It provides financial products that meet the needs of the public, including our clients.
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Summary: When someone asks us a question about niche marketing, one of our first thoughts is LinkedIn. Whether they’re targeting a certain company, an industry, a profession or demographic, LinkedIn is a great place to start. It helps you find niche prospects, determine your connections to them, and helps you market to them.
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Summary: Advisor concern about the Department of Labor’s fiduciary rule keeps rising, according to a recent survey by Fidelity Institutional Asset Management.
