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What Your Clients Really Care About
Advisors are always looking for ways to illustrate to clients that they deliver more than they take in compensation. Articulating the value that you provide as a financial advisor is simple and...
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What Clients Really Care About: Part 2
This article is the conclusion of a 2-part series by Claire Akin of FMG Suite. In part one last week, Claire discussed what your client's DON'T care about. This week, she discusses what they DO care...
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Are You Ready for the Great Wealth Transfer?
According to some experts, the wealth transfer will be drastic – $30 trillion will be passed down from baby boomers to Generation X to Millennials over the next 30 years. The impact of which will...
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Fall Back into Good Marketing Habits
Fall is the time when clients get more serious about their financial plans after a long summer of vacations and leisure. That also means more and more potential clients looking for advisors to get them...
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Design For Action: Putting Your Online Presence To Work
A strategically-crafted, unique, and accessible site is essential for any business. The value of your online presence cannot be overstated. Your website is an extension of your brand, speaking to...
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Seven Essentials for Modern Advisor Marketing
Modern advisor marketing don’t come easy. It can seem like a daunting task to set a marketing plan in motion for your business, especially if you don’t have much experience with the process. We...
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5 Habits of Top Advisors
Just as success means something different to each of us, so does our own perception of happiness. Of course, in order to reach this beautiful balance of “successful happiness,” we have to develop a...
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3 Ways to Connect With Your Niche Market
As the digital world grows and we see the rise of more virtual financial planning tools, clients will no longer search for a planner who is best in their geographic area; instead they will search for...
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How to Breakdown Complex Financial Subjects using Advisor Branded Media
In an age where 60-second videos and 140 characters are the preferred method to communicate a message, it’s become increasingly hard to breakdown complex situations into bite-sized chunks that your...
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5 Life Lessons I Would’ve Taught My 20-Year-Old Self as an Advisor
If you’re looking ahead at the next 5, 10, 20, or even 30 years, take it from me, growing a sustainable business in today’s hyper-competitive environment is a challenging obstacle. But, there’s hope!...
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3 Ways Monte Carlo Projections Help Client Relationships
Although the underlying math is complex, the theory behind Monte Carlo is simple. And thanks to the wonders of modern technology, these projections can now be run in seconds and applied to almost any...
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Finding Value Under the New DOL Regime
Although there are still some hoping the litigation against the DOL will result in a suspension of the rule or an outright repeal by a newly elected administration, it has been my experience that most...
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Ed O’Brien Wants You to See the Silver Lining in the Fiduciary Rule
Our CEO offers his perspective on ways advisors can prosper in the wake of the new fiduciary rule from the Department of Labor. The post Ed O’Brien Wants You to See the Silver Lining in the Fiduciary...
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How Ron Carson Built a Multi-Billion Dollar Advisory Business
How many people do you know who can say they built an eight-billion dollar advisory business. Ron Carson has, and he wants to tell you exactly how he did it. In his new event, Ron and his executive...
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Do You Have What HNW Clients Look For?
High-net-worth clients have a particular set of needs. Learn how to land this highly sought after demographic and grow the success of your business. The post Do You Have What HNW Clients Look For?...
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Turn Your Data Into Decisions: Analytics Lessons from an NBA Team
Like sports, the financial services industry is awash in data that can be tapped for insights. In fact, your success will increasingly rely on the application of analytics to your data. The post Turn...
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Six Steps to a Smoother Financial Road
You've put it off long enough. Time to get that “Check Engine" light examined by the mechanic. You've gotten a flat tire here and there, and that knocking noise in the engine comes and goes. But surely...
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All in the Family: Engaging the Next Generation of Investors
What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the limelight and followed their famous parents into entertainment or athletics. The world knows these...
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5 Easy Steps to Building Financial Planning Relationships Across Generations
As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children...
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Using Account Aggregation in Financial Planning to Grow Your Firm
Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track...
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