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Summary: Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding partner at venture capital firm, Argyle Ventures. McKenna helped nurture a string of startups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.
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Summary: When helping RIAs with marketing, the first place I start is the website. And for good reason, it’s the first place prospective clients go! A DAC Group study found that “71% of purchases begin with online search” and “57% of the purchase decision is made before contacting you”. An effective website establishes your credibility, broadcasts your message, and shares your mission to the world!
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Summary: We have an interesting situation evolving at our advisory firm. We are about 40 people and just last year we finally hired someone in an HR role. She is in charge of some operations areas but her primary responsibility is supposed to be HR. She has two junior people working for her in support roles – they are mostly supposed to be ops/client service but they get involved in HR activities too.
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Summary: It is frustrating to have great relationships with clients and centers-of-influence (COIs) but virtually no one refers, especially considering how many people we know. Too few of our happy clients refer to us. Is this normal?
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Summary: We recently worked with a financial advisor who had successfully grown his business in the past, only to see his sales eventually flatline. That’s a common situation for advisory firms.
