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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Do Wealth Managers Get What They Pay for When they Hire Themselves?

Aug 23, 2011

In a recent VIP Edge Member Client Experience Survey, “Wealth Managers” listed their greatest hurdles to achieving revenue growth goals in 2011. Of course, limited new client acquisition (40%) led […]

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Advisors, Tame Your Time

Aug 18, 2011

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry. From the moment we’re born, our lives run to […]

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Advisors: Don’t Waste This Chaos!

Aug 16, 2011

Back in 2008 when the market was at its peak of turmoil, I met with a very large firm in the Midwest and the CEO made a statement that stuck […]

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Advisors: Who is your GPS?

It’s family vacation time for the Anderson family. Every year my wife, two sons (ages 4 and 7) and I head off to Maine for a week. If it were […]

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