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Boost Your Exit Velocity: 3 Keys for Advisors

Added on July 2018 in Thought Leadership
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Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.

Voices The secret to boosting market share

Added on July 2018 in Thought Leadership
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Summary: You can learn something even from your failures. I say this because I recently polled subscribers to my newsletter in conjunction with the marketing consulting firm FiComm Partners. We asked (among other things) how advisors market themselves. Are they using advanced techniques like targeted Google or Facebook ads? How much are they spending on marketing overall? Do they employ a dedicated marketing professional? Other questions related to their return on investment. 

What Toys "R" Us Can Teach Financial Advisors

Added on July 2018 in Thought Leadership
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Summary:Toys may not be immediately relevant to financial advice, but there are a couple of extremely valuable takeaways for advisors from the iconic retailer’s demise.

Young, Wealthy Americans Want to Leave a Socially Responsible Legacy

Added on July 2018 in Thought Leadership
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Summary: Wealthy Americans are increasingly thinking about the effects of their money throughout their lives and beyond, according to a recent survey commissioned by RBC Wealth Management.

Kick back, relax, get smart: A financially savvy summer reading list

Added on June 2018 in Thought Leadership
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Summary: [SlideShow] The summer is here, and while we may still be waking up at 7 o’clock to start the commute to our desks, the warmer weather and longer days simply ask for us to take a few moments to ourselves — at least a few more than we might have grown accustomed to in the cold, winter months.
 

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