Multiply Your Time by Successfully Transitioning Client Relationships to an Associate Advisor

You’ve been building your book of business as a financial advisor, carefully adding more clients and watching your revenue grow. And then it happens – you realize there just aren’t enough hours in the day to not only maintain your current client base but continue to grow it.

What do you do now?

Normally the [...]
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An Advisor’s Guide to Writing an Effective Call to Action

One of the most frustrating aspects of working with prospects or publishing articles is the lack of interaction. As an advisor, you can spend a good deal of time answering questions and providing insight, but weeks will go by and many readers never call your office or add themselves to your mailing list. To mitigate [...]
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Advisors: Optimize your Company’s LinkedIn Page & Attract More Prospects

LinkedIn is without a doubt one of the most powerful social media tools we have in terms of growing a client base – it’s 277% more efficient in generating leads than Facebook or Twitter. It can be daunting to use, as 260 million people regularly browse the website, standing out amongst the crowd [...]
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Financial Advisors: 9 Tips to Build an Effective Marketing Plan

Do you want to expand your reach and grow your client base? Or do you need focus on specific demographics in order to increase your prospect to client ratio? It might be time to develop and implement a targeted marketing plan to help you reach those objectives.

Writing a marketing plan can be a daunting [...]
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3 Ways to Reduce Stress and Increase Revenue for Your Financial Firm

Both investors and their advisors are feeling more stressed than they were five years ago, according to a recent study by the Financial Planning Association. Added to which, advisors are even more stressed than their investors.  71% of financial advisors consider themselves moderately to highly-stressed, compared to 64% of investors.

Fee compression, shrinking margins [...]
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