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A Primer on Email-Marketing Automation

From Advisor Perspectives
Added on July 2020 in Manage Your Practice
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Summary: Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email-marketing strategies can become more personalized and effective.

Voices What we learned from judging the Visionary Leader Awards

From Financial Planning
Added on July 2020 in Other Ideas
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Summary: The most amazing thing about crisis is how beauty emerges in the aftermath. Most of the world has been living through fires and floods, pestilence and economic collapse, extrajudicial killings and righteous protests by thousands.

Increase client satisfaction through planning

From InvestmentNews
Added on July 2020 in Other Ideas
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Summary: If you have a great product but can’t articulate its value to the world, it will likely remain underappreciated. This is the issue many advisers face, according to new research from Carson Coaching. The study analyzed results from two separate surveys, a consumer survey with over 1,000 respondents and an adviser survey with about 140 respondents.

12 Lessons It Pays for Advisors to Remember

From ThinkAdvisor
Added on June 2020 in Manage Your Practice
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Summary: Every so often, there’s a temptation to feel the business has changed. The old rules don’t apply. Around the time of the dot-com bubble, people thought: “It’s a new economy. Earnings don’t matter anymore.” Then came the dot-com crash. We learned the old rules still apply.

How Advisors Can Help Kids in COVID-19 Times

From ThinkAdvisor
Added on June 2020 in Plan for the Future
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SummaryAlthough many consequences of battling the coronavirus pandemic are yet to be known, the emergence of helpers, heralded or unsung, is one positive development.

 
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