6 Steps to Writing an Effective Press Release

Posted by Jacquelyn Marchand

June 22, 2016 at 1:30 PM

Creating the kind of press release that showcases your brand and business acumen can go a long way toward helping you garner the kind of media attention you want. But where do you begin?

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Topics: Marketing

20 Creative Marketing Ideas to Wow Your Clients [SlideShare]

Posted by Jessica Arey

June 21, 2016 at 10:00 AM

Effective marketing starts with an objective. Are you looking to strengthen relationships with existing clients, for example, or do you want to enhance your firm’s brand by demonstrating how you give back to your community?

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Topics: Marketing

How to Help Clients Avoid Self-Destructive Financial Behavior

Posted by Kol Birke, CFP

June 15, 2016 at 1:30 PM

I’ve heard advisors ask, “Why does my client want to go to cash when his portfolio has lost only nominal money?” or “Why is my client blaming me for something she pushed for months ago?” Rather than trying to explain why their instincts are wrong, it can be more effective to instead just affirm their feelings and then redirect their energy.

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Topics: Behavioral Finance

Nature Vs. Nurture: Can You Change Your Clients’ Financial Behavior?

Posted by Kol Birke, CFP

June 14, 2016 at 10:00 AM

Research suggests that our DNA affects our spending and savings patterns. Does this mean it’s futile to try to change your clients’ financial behavior? Maybe not. While DNA can affect your clients’ decision making, it isn't the sole factor.

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Topics: Behavioral Finance

Changes to the FAFSA for 2017–2018: What Your Clients Need to Know

Posted by Patrick Noonan, CFP

June 8, 2016 at 1:00 PM

Every year as January approaches, parents of college-aged children scramble to gather the necessary information to complete their FAFSA forms (Free Application for Federal Student Aid). This annual ritual can be stressful for your clients. They hear from others that they should submit the application as soon as possible to get the most aid, but unfortunately, the tax data they need isn’t always available! After all, how many of us have our tax returns done by January 1? As a result, in previous years, applicants were forced to wait to file or to file unofficial numbers and update their FAFSA forms once their tax return was filed.

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Topics: Education Planning

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