From OnWallStreet
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
From OnWallStreet
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Summary: Unexpected financial burdens can come in many forms, from car damage to a serious illness, yet many clients aren’t prepared for such expenses. Moreover, they seem disturbingly nonchalant about it.
From Financial Planning
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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.
From Forbes
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Summary: As an entrepreneur, it is easy to get caught up in your great idea. You just know your product or service is going to be the big one! You should be excited and enthusiastic; after all, you may end up being your best salesperson for a long time.
From WealthManagement.com
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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.
