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An inside look at the SEC's cyber exam

Added on August 2019 in Manage Your Practice
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Summary: Advisors may think they are well versed in cybersecurity. After all, the SEC has publicly detailed its key cybersecurity focus areas, like risk assessment, data loss prevention, vendor management and incident response. But do financial planners know how examiners evaluate firms to determine whether they pass the test? Probably not.

Three LinkedIn Sales Navigator Tips for Financial Advisors

Added on August 2019 in Manage Your Practice
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Summary: Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content and engaging more meaningfully. If LinkedIn once felt stagnant compared with Facebook and Instagram, it’s a different animal now.

Understanding Our Top Fears

Added on August 2019 in Manage Your Practice
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Summary: What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes or even terrorism. Not even close—today’s top fears are much more practical.

How to help clients avoid information overload

Added on August 2019 in Manage Your Practice
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Summary: We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time in front of other devices like a work computer or television. It's hard to navigate the noise when there is always so much going on.

Content Marketing Primer for Financial Advisors

Added on August 2019 in Manage Your Practice
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Summary: Not too long ago, I was on the phone with a prospect of mine who owns a financial advisory and wealth management firm in the southern part of the United States. He actually became a lead thanks to my own content marketing efforts – he read an article I wrote in a well-known online publication targeting financial advisors and, a short time later, he scheduled a strat call via a Calendly link in the upper-right hand corner of the homepage of our site.

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