Added on April 2016 in Form an RIA
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Summary: If you’re a Registered Rep, then you likely know FINRA has the BrokerCheck utility on their website. The BrokerCheck allows consumers to learn more about a registered rep and make sure they are in good standing. It’s like the BBB for broker backgrounds. Well, it’s coming to your website now too.
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Summary: This is you in a world where you’re constantly proving yourself. There’s tremendous competition. If you want to get ahead and stay ahead you need to communicate your message clearly, effectively and persuasively. You need to get people to follow your call-to-action.
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Summary: Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us is when and how should you do it?
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Summary: About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."
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Summary: There are lots of different marketing tactics you can use to promote your financial services firm—from social media, to direct mail, to your website, to seminars, and even radio. But what’s the best approach?
