Tadas Viskanta is probably the most-read financial blogger on the planet. His blog, AbnormalReturns, just marked an 8 year birthday and he’s one of the most widely read financial guys on the Web. Via AbnormalReturns, Tadas publishes hands-down the best curated summary of the most important articles, news, and opinion on the financial markets. AR…

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I dropped the ball. You came to New Rules of Investing to learn easy-to-use tactics to grow a finance business, bring in new clients, build a brand, and perhaps even fulfill a dream of getting a book published with your name on it. But, I took my eye off the ball. I got busy with…

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Why your website’s design may matter more than you think

Your financial website isn’t merely a place where your prospects and clients can find you on the net, it’s an extension of your brand. Especially in the investment business, your web presence is an extension of you. People who first encounter you and your business online form a very quick — and strong — view…

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Finetune your appointment setting strategy to bring in more prospects

Instead of wasting your time dialing for dollars, consider focusing someone on your team (or outsource) on appointment setting. Appointment setting works like this: Compile a powerful lead list: Using many of the techniques I discuss on this blog regarding lead generation for financial advisors, you should have at any time a list of leads that…

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