C-Sharing: Declining Revenue

Nov 15, 2018

It seems the industry is moving to eliminate C-shares, or at least widely curtail their usage. It makes sense to get there with your clients well before the industry does.

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Holiday Social Media: How to Show the Personal Side of Your Firm

Holiday vacations and slower workdays mean more eyes on social networks. Keep your brand and message going strong over the next six weeks with a little holiday twist.

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Segmented Planning for Investment Advisors

You didn’t need a poll to know that investment management is not necessarily a core part of your value proposition, but we do have the results of a poll that bears that out. What services can you add that do make your value prop more attractive to more clients?

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A Big Mistake

Of course you try your best to avoid mistakes, but you can exceed client expectations with how you handle them. Then they’re more likely to be a client for life.

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Advisors – I Still Haven’t Found What I’m Looking For

Oct 30, 2018

Guest Gen-X blogger Laura did NOT win a cool billion last week (not for a lack of trying, apparently) but her search for a financial advisor is heating up. This week, she shares what happened when she Googled you.

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Digging Deeper With Personas

Oct 25, 2018

Building personas helps focus your efforts toward your ideal client. But once an actual client who meets that idea shows up, are you their ideal firm?

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What’s Your Social “Backup Bench” Plan?

Like all teams, your social media team should have a well-prepared bench. Whether as regular contributor, or stepping in during injury, the backups help you successfully execute your plans despite an absence.

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Advisor Webinar: What Your HNW Clients Know (That You Don’t)

Oct 18, 2018

The theme of our 2018 whitepapers was chosen to help you pivot with evolving business practices. Let’s quickly review what we’ve learned so far and get a preview to the third. Join our webinar.

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Dear 25-Year-Old Brian, It Gets Better

Oct 16, 2018

If you had an opportunity to tell your younger self that things will be okay, would younger you have relaxed and appreciated the life/work lessons?

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Making Business Social Media Personal – Or Not

Oct 11, 2018

Respectful suggestion: maybe keep your personal views out of your business social media presence.

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