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5 Ways Successful Advisors Sabotage Their Own Growth

Added on August 2017 in Thought Leadership
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Summary: We were like sponges for new ideas and experimented with the growth tactics we learned at conferences, from colleagues, from articles and books. And while we didn’t necessarily know what we were doing, we were clear that we wanted to grow and that focus felt great.

4 Simple Techniques to Hone Your Message

Added on August 2017 in Thought Leadership
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Summary: Do you feel like your business is going unnoticed? Is your message not reaching the right people or anyone at all? Do you wonder why some people have 10,000 likes on their article and you only have 100? 

Why Forward-Thinking Companies Put Marketers on Their Boards

Added on August 2017 in Thought Leadership
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Summary: Over the past decade, we've all seen how rapidly the the influence of marketing in the C-suite has expanded. Despite this, and even while chief marketers are primed to take over the lead in technology spending this year, representation from marketing isn't growing nearly as fast on boards. In 2016, only 2.6 percent of board members had marketing expertise.

When—and How—to Apologize to Clients

Added on August 2017 in Thought Leadership
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Summary: Some argue that it’s never a good idea for an advisor to apologize, particularly when the mistake in question touches on areas of competence or diligence. Doing so can expose advisors and their organizations to increased legal liability. In addition, acknowledging mistakes can raise doubts in clients’ minds regarding advisors’ expertise and professionalism. Clients don’t want apologies—they want results.

Need a break from the news? Try a podcast

Added on August 2017 in Thought Leadership
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Summary:We are creatures of habit. If you are like me, your morning routine includes a quick cup of coffee with the TV on in the background as you get ready for the day. Same channel. Every day. Whether we know it’s happening or not, our world view is shaped by what we see and hear day in and day out.

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