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Summary: Do you feel like your business is going unnoticed? Is your message not reaching the right people or anyone at all? Do you wonder why some people have 10,000 likes on their article and you only have 100?
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Summary: Consulting on strategic philanthropy is often thought of as an ancillary—or even optional—client service. But research shows that such advice cements client relationships in ways that can help grow your practice’s bottom line.
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Summary: Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice management solutions at SEI Advisor Network, Libby Dubick of Dubick & Associates, and Ric Edelman, founder and executive chairman of Edelman Financial Services, offer these suggestions to revamp an adviser’s client prep process.
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Summary: Critical to building a highly successful financial advisory practice is being able to source successful and wealthy clients. While there are a number of ways to accomplish this goal (presenting at events, for instance), the most unfailingly effective approach is to get a steady stream of high-quality client referrals from other professionals also working with the types of clients you are focusing on.
Added on August 2017 in Form an RIA
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Summary: Are the Certified Financial Planner Board of Standards’ proposed revisions to its Standards of Professional Conduct too weak, too strong or just right?
