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3 Simple Ways to Forge Meaningful Partnerships with Clients
When clients actively participate in their financial plan, good relationships can happen
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Narrow Your Message and Diversify Your Marketing, Too
Referrals alone can’t continue to grow your business. Instead, try targeting the right audience with the right marketing message
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5 Ways Advisors Can Optimize Their Technology Use
Is technology a rabbit hole you wander down, at the expense of interacting with clients and prospects?
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Flat fees, WhatsApp and Instagram: Why They Go Together
Young people adopted social media before older generations, and younger clients may also drive the switch to alternative fee schedules
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How Advisors Can Make the Most of Technology Studies
If you have a technology plan (and you should!), there’s research available to find out what’s wowing other advisors and what’s coming up short
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Advisors: What holds you accountable?
Do you struggle with procrastination when it comes to long-term business planning tasks?
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#TBT: Taking Your Clients "Back to School"
Time to re-educate your clients on the services and value you offer
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Marketing (Basics) in a Volatile World
In volatile times, what can advisors do to close out the year strong? Communicate your value to clients
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Overcoming Your Clients'--and Your Own--Behavioral Biases
Financial advisors often display biases that affect their advice to clients
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Our Love-Hate Relationship with Client Feedback
When you ask your clients for feedback, are you asking about things that matter to them and responding in a meaningful way?
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Trust(ing) Your Client Retention
Adding trust services to your offering may help you create a differentiated offering and extend your client relationships
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Advisors: Ditch the Free Consultations and Do This Instead
A long road trip with my son (and a few advisor radio shows) got me thinking about introductory conversations with prospective clients
