Browsing articles in "Advisor Differentiation"

Advisors, If You’re Not Doing Social Media, You’re Doing it Wrong

Mar 21, 2017

Back in the early 1900s, a stockbroker named Henry S. Haskins said, “Panic at the thought of doing a thing is a challenge to do it.” He could have been talking about advisors using social media (you know, if it wasn’t the early 1900s). Luckily, our social media manager Heather Wilson is here to encourage you to give it a shot and “fake it ‘til you make it.”

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9 Ways Communicating Your Brand Pays Off

Mar 16, 2017

There’s real, tangible value in communicating your brand. When you show people who you are and tie it to what you can do for them, it makes a compelling case to do business with you.

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Entrepreneurial Financial Advisors: The Evolution of Finance

Looking for ways to avoid being disrupted by forever-changing financial regulations? Patrick Tucker, owner of True Measure Wealth Management, suggests that it’s a great time to think like an entrepreneur – shifting your mindset and evolving into a new breed of fiduciary.

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Building Your Brand to Get Quality Referrals

Are you happy with the quantity and quality of referrals you’re getting? If not, the issue may lie with the way you are branding (or not branding) yourself. Today’s guest post from Tactibrand’s Kirk Lowe sets the table for an ongoing series on advisor branding.

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DOL Rule: Delayed, Changed or Killed… Who Cares?

The train has left the station. The cat is out of the bag. Choose whatever expression you want – but whether the DOL rule is delayed, modified or killed, a more educated general public will demand that you act in their best interests.

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The Transition to Serving Multiple Generations: 3 Ways to Get There

Jan 24, 2017

Incorporating a multigenerational strategy is one way to help your firm grow. Let’s look at 3 different approaches, each requiring varying levels of commitment and change.

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Book Excerpt: The Pursuit of Absolute Engagement

Jan 19, 2017

If you’re an advisor who (unintentionally) lets your business run you, rather than the other way around, there’s hope. Today, I’m sharing a chapter from Julie Littlechild’s new book, The Pursuit of Absolute Engagement.

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Exclusive Preview: Goals-based Investing Survey Results

In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.

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Why Clients Should be on Your Lunch Menu (So to Speak)

Jan 12, 2017

You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.

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Advisor Resolution 2017: Be Great at One Thing

The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.

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