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Summary: Social Media Marketing for business is not a nice to have anymore but a critical marketing function that when directed and managed correctly can lead to real business growth.
Added on January 2017 in Form an RIA
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Summary: It’s not as easy as it looks. That applies to both breakaway brokers and the platform providers who service them — a fact most recently underscored by the demise of Sanctuary Wealth Services, which will go out of business at the end of March.
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Summary: We may not realize it, but we are constantly negotiating. For instance, a four-way-stop intersection on the drive to the office features a negotiation that, barring a crash, has no major impact on the relationship between the involved drivers. Negotiations about financial advisory fees, however, are much different; both the stakes and the potential to affect the advisor-client relationship are high.
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Summary: Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault.
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Summary: Too many of us opt to rely on our own experiences and gumption rather than trying to learn from the experiences of others. Financial advisers are no different. In an age where there are numerous resources at our fingertips, there's no excuse not to take advantage.
