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An Unexpected Way to Generate Leads

Added on October 2019 in Manage Your Practice
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Summary: As a financial advisor turned digital-marketing consultant, I know how hard it is to get leads and new clients. That is why you’ll be surprised at this simple way to quickly generate more leads.

Technology is redefining that client-financial advisor relationship

Added on October 2019 in Manage Your Practice
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Summary: And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.

How to Turn Your Clients Into Marketing Partners

Added on October 2019 in Manage Your Practice
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Summary: Simply put, the vast majority of marketing advice is for the general public — to get people interested in products sold, not professional services businesses delivering special care and tasks to potential clients. Plus, there’s a lot of “misinformation” out there about how advisory firms “truly” grow and gain additional market share and clients.

Advisor Viewpoints on Compliance and Regulation

Added on October 2019 in Manage Your Practice
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Summary: Cybersecurity threats increasingly haunt registered investment advisory firms, topping the list of concerns among staff members and principals in charge of compliance, according to the results of our 2019 regulatory and compliance readers survey.

How and Why to Choose a Niche for Your Financial Planning Practice

Added on October 2019 in Manage Your Practice
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Summary: One of the easiest ways to make your financial planning practice stand out in this crowded industry is by niching your practice. In fact, the most successful advisors around the country have already decided to niche their practices — with good reason. In a recent survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices.

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