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Summary: So yes, financial advisors can subliminally program clients to prospect for them. The seeds you’re planting will take the form of well-timed words planted in the mind of a client. Let’s take a look at how these seeds (carefully crafted words) can be planted.
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Summary: Niche practices are coming to the financial advising industry. A few of them are already here and taking off. Whether specializing in financial transitions, financial gerontology or Generation X or Y, more and more advisors are targeting their practices to certain demographic groups or specific service circumstances or philosophies.
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Summary: The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow their businesses must change as well.
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Summary: A year ago, financial advisers were cheering the launch of government health insurance exchanges, but today they're grappling with costly group insurance policies for their small business clients, who have been hurt by delays in the implementation of Obamacare.
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Summary: The successful advisors I know typically have a marketing plan all year long. What is interesting to me is that many of them have a strong fourth quarter push. If you don’t have a plan or a fourth quarter push, the good news is that it is not too late. You can get started today — but you are running out of time.
