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This list of the top marketing resources to help grow your financial practice isn’t meant to be exhaustive. Please vote and add your favorites. Whether it’s sales advice, technology, free or premium, this is a list of some of the best marketing resources for investment advisors. (I use some of these while I’ve relied on [...]
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I woke up in the middle of the night to learn of the demise of terrorist mastermind, Osama bin Laden. What really got me, though, was the fact that he lived in a periphery city in a million dollar mansion — and ostensibly, everyone knew. He lived in a close-knit community in which his neighbors, [...]
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Overview of the Financial Advisory Business The current financial crisis has small business owners scrambling to bring in new customers and batting down the hatches to protect their existing client bases. Nowhere is this more acute than in the financial advisory business — ground zero for the current financial crisis. Advisors make money in 3 [...]
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Financial advisors are struggling. Behind every investor unhappy with his/her portfolio is a financial advisor struggling to service clients in an environment that is almost un-serviceable. Just check out this search on Twitter to see what’s going on in that world. Clients are unhappy, assets and down, and there is almost nowhere to turn to [...]
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I’m on the road this week and hitting Toronto, Chicago, Miami and NYC. My first takeaway is that sentiment is really, really down. Particularly, money managers are feeling the downturn. I’m feeling a little sitting-on-hands, deer-in-the-headlights. While I admit the situation is really tough, financial advisors can actually take advantage of this downturn by doing [...]
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