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Summary: There was a common thread throughout the recent TD Ameritrade Institutional National LINC 2016 conference ‘Storytelling’. The art of ‘storytelling’ is an effective way many RIA firms are finding success in truly differentiating themselves and communicating their unique services and benefits.
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Summary: Conferences are a great way for financial advisors to hear about best practices from thought-leaders, learn about the latest products and services available, and stay connected with peers and engaged with the industry. Here are 4 tips to help you maximize your conference return-on-investment (ROI).
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Summary: Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content and design can be a great place to improve your marketing: Our most recent webinar will help you:
- Learn how to develop a marketing content calendar
- Create consistent design brand guidelines
- Leverage marketing automation platforms
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Summary: What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all sizes, although those with between $10 million and $100 million in assets were the most likely to spend that dollar on growth
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
