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Summary: The financial services industry is vital to financial planning in many ways. It provides financial products that meet the needs of the public, including our clients.
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Summary: When someone asks us a question about niche marketing, one of our first thoughts is LinkedIn. Whether they’re targeting a certain company, an industry, a profession or demographic, LinkedIn is a great place to start. It helps you find niche prospects, determine your connections to them, and helps you market to them.
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Summary: Advisor concern about the Department of Labor’s fiduciary rule keeps rising, according to a recent survey by Fidelity Institutional Asset Management.
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Summary: New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.
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Summary: Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched. Today, more than 40 million Americans listen to an average of six podcasts per month. And why not? Pointing to a specific podcast is also a great way to educate clients.
