8 Tweet-sized Tips from #SMDayPHL to Up Your Social Media Game

Last month’s Social Media Day Philadelphia (#SMDayPHL) was a treasure trove of useful information that I’m already putting to good use. I’ve boiled down pages of notes into 8 tweet-sized tips that I hope will socially inspire you.

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Advisor, Is Your Bias Showing?

Jul 20, 2017

Opposing views make people uncomfortable. It’s natural. People prefer to hear things that reinforce what they already think. It’s a little thing called confirmation bias. But is it keeping you from getting a new perspective, new ideas – and possibly new opportunities?

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4 Reasons to Stay Bullish About this Bull Market

The saying, “You can never have too much of a good thing” is usually followed by, “Nothing lasts forever.” When you consider the current bull market began in March 2009, you (and your clients) may be wondering when this bull will expire.

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What Goes Into a Referral Marketing System?

Jul 13, 2017

Research shows that the top referral-getters have a relatively structured referral marketing system. As Stephen Wershing of The Client Driven Practice notes, that system hinges on getting the right message out and measuring the results.

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Life, Legacy and the Pursuit of Your Clients’ Kids

Jul 11, 2017

How do you create an opportunity to get in front of your clients’ kids so you can demonstrate your true value to them? This week’s guest blogger, Abby Schneiderman, Co-CEO of Everplans, has some thoughts about facilitating discussions that may help open a door to the next generation.

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Advisors: The Unspoken Risk in Your Business (Hint: It’s Staffing)

When is the last time you took a good hard look at your staff and gauged what would happen if one or two people decided to leave? Don’t wait until they give their notice to prepare for key departures.

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The Elements of Referability

Jun 29, 2017

If you’re not getting the referrals you think you deserve, you may need a new approach. We’ve been researching the “elements of referability,” and are now sharing what we’ve learned.

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The Rise and Fall of the Robo Empire

Jun 27, 2017

They’ve seemingly been with us forever, but robos only came on the scene around 2008. Here are some key events from their life story thus far.

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DOL: Are You a Dinosaur, a Luddite, or a Well-intentioned Straggler?

Jun 22, 2017

Like it or not, the trend is moving toward more fiduciary regulation. Will you fight against the riptide (and potentially drown your business in the process) or survive it by moving in parallel?

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7 Tactics to “Friend” Your Compliance Team

What kind of relationship do you have with your compliance team? If the question made your eye twitch, you’re in luck. I have a few ideas to help you build a bridge to a stronger, more secure marketing (and social media!) machine.

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