Go Social or Go Home

Building online influence (and business!) through reputation, relevance and relationships One of the more hotly discussed areas of our business is all the discussion around social media. Most of us […]

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Olympic Winners: Four Ways Advisors Can Tap Their Success

The following article is a guest post by Ellen Rogin, CPA, CFP® – a wealth advisor, abundance activist,  and a nationally-known expert on living a life of success and prosperity. The personal […]

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Your Morning Cup of Links: Why Cubs Fans Aren’t the Best Fans, Advice for Young Advisers, and Rock Stars on Mars

Today’s Cup of Links has great tips for you on referrals, mobile, social media, and guidance for junior-level advisors — as well as an inspirational story that has nothing to […]

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Client Surveys Are Dead; Long Live Client Preference Questionnaires!

Sometimes, seemingly random, unrelated things come together in a way that sparks an idea for this blog. Three separate events in the last 24 hours got me thinking about how […]

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Is a Relationship Worth a Thousand Relationships?

Jul 26, 2012

Showing your clients/prospects how you’re working for them can build rapport – and business Many of our readers are independent financial advisors working in smaller offices around the country (and […]

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Register Now: SEI’s “Go Social” Webinar on July 30th

Jul 19, 2012

Has the explosion of social media left you feeling disconnected and out of touch? I’ve written several posts about social media – why you should consider enhancing your online profiles, […]

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Computer Says “Yes” to Gen X and Gen Y

A few weeks ago, I read an interesting article in Investment News entitled “Are younger clients worth it? Computer says no.”  The article referenced a PriceMetrix study that showed a number […]

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Referrals: Why (or Why Not) Ask Why?

Jul 10, 2012

When two people offer differing opinions, it can be good for everyone. In the case of referrals, it can be great. Any opportunity to get more prospective clients in the […]

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Your Morning Cup of Links: Summer Practice Management Reading List for Advisors

Do you work out while on vacation? As much as I hate running or going to the gym, it’s important to stick to a schedule when you’re hitting the beach […]

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Referrals (Or, How I Got Someone’s Uncle Fired)

Most advisors will tell you that they get a majority of new business from referrals. Most will also tell you that they do an extremely poor job of asking for […]

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