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Texting your clients? Read this first

Added on July 2019 in Manage Your Practice
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Summary: Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff?

Branding tips for financial advisers looking to grow

Added on July 2019 in Manage Your Practice
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Client Education as a Differentiator

Added on July 2019 in Manage Your Practice
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Summary: When we ask financial advisors about their “Differentiators,” we often hear about client service, investment process and financial planning. Essentials for sure, but also bragged-on to a point where they don’t exactly distinguish you from the competition. Everyone, from the newest advisor to the most grizzled veteran, claims to do these things at a high level.

Adviser opportunities in the gig economy

Added on July 2019 in Manage Your Practice
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Summary: Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy."

Tips for Hosting Successful Client Events

Added on July 2019 in Manage Your Practice
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Summary: Client events should be an integral part of every advisor’s business plan. When done right, they can be a great way to build trust with existing clients, attract new prospects and drive sales. However, with all the demands on your clients’ time, it can be increasingly difficult to organize a memorable event that clients truly want to attend. The one-size-fits-all retirement seminar or steak dinner may not cut it anymore as clients have come to expect more meaningful and personalized experiences.

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