Home > 
Knowledge and Insight

All Articles


Boost Your Exit Velocity: 3 Keys for Advisors

Added on July 2018 in Thought Leadership
0 visitor like this article | Viewed 3636 times | 0 comment

Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.

Summer Tip # 6: The easy access "Notes" feature keeps you focused.

Added on July 2018 in Thought Leadership
1 visitor like this article | Viewed 3962 times | 0 comment

Summary: You likely have lots of similar matches making it hard to remember who's who. Notes allows you to keep track of your thoughts and key features about your matches. Notes are accessible from the Match List and the Profile page and can only be seen by you.

Voices The secret to boosting market share

Added on July 2018 in Thought Leadership
0 visitor like this article | Viewed 3796 times | 0 comment

Summary: You can learn something even from your failures. I say this because I recently polled subscribers to my newsletter in conjunction with the marketing consulting firm FiComm Partners. We asked (among other things) how advisors market themselves. Are they using advanced techniques like targeted Google or Facebook ads? How much are they spending on marketing overall? Do they employ a dedicated marketing professional? Other questions related to their return on investment. 

What Toys "R" Us Can Teach Financial Advisors

Added on July 2018 in Thought Leadership
0 visitor like this article | Viewed 3708 times | 0 comment

Summary:Toys may not be immediately relevant to financial advice, but there are a couple of extremely valuable takeaways for advisors from the iconic retailer’s demise.

Young, Wealthy Americans Want to Leave a Socially Responsible Legacy

Added on July 2018 in Thought Leadership
0 visitor like this article | Viewed 4201 times | 0 comment

Summary: Wealthy Americans are increasingly thinking about the effects of their money throughout their lives and beyond, according to a recent survey commissioned by RBC Wealth Management.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?