Is Your Office Turning Off Clients?

Oct 11, 2011

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. A recent […]

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Your Morning Cup of Links: Twitter and Marketing and Client Meetings…At 30,000 Feet!

While traveling can be grueling on the body (4:15 am wakeup call this morning), it is great for catching up on my reading and getting organized.  I love having an […]

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Who Is Your Voice?

We all know that good client service is one of the keys to developing long-term client relationships. As I travel around the country meeting with advisors, the one common theme […]

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Your Morning Cup of Links: Fall into a Productive Fourth Quarter

Sep 29, 2011

It’s officially Fall. With the change of season comes a renewed sense of focus — vacations are over, kids are back to school, and hopefully, you’re taking a fresh look […]

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The Do’s and Don’ts of Web Conferencing for Advisors

Sep 21, 2011

Over the last few years, client communications have become a major focus for all of us. Quality and timely communication has been a great tool for client retention, as well […]

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Crisis Breeds Opportunity By Matt Oechsli

Sep 14, 2011

Right now we have a breeding ground for strengthening current client relationships and developing new client relationships (rainmaking).  But you need to take the time to understand the wants, needs, […]

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Ten Years Later: The Advisor/Investor Relationship

On Sept 11th 2001, I was on two separate morning flights (Detroit to Chicago, Chicago to Des Moines).  I remember watching the National Guard planes scrambling to get up in […]

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Educational Events Take Advisors “Back to School” with the Three Rs: Retention, Referrals and Resources

Last Wednesday was the first day of school for my sons (kindergarten and first grade) and this morning, I was almost hit by a school bus while out on a […]

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Your Morning Cup of Links: Rocking Social Media Like a Hurricane

The last few weeks have really been pretty crazy, to say the least. Alongside the very volatile markets and challenging economic news, someone decided to throw us an earthquake and […]

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Seven Ways for Advisors to Learn Their (Gen) XYZs

Aug 25, 2011

There’s an emerging affluent market out there and the opportunity is there for the taking. OK, maybe the Generation Zs Baare a little too young, but now is the time […]

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