How to Develop a Social-First Marketing Strategy

Posted by Sarah Howes

May 23, 2018 at 1:30 PM

You’re likely aware that younger generations get much of their information online, often from social media. In fact, according to the Nielsen 2016 Social Media Report, adults ages 18 to 34 spend (on average) a little more than six hours on social media networks per week. Not your primary target?

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Topics: Social Media, Marketing

Take Your Website to the Big Leagues: Uncovering Trends with Analytics

Posted by Deb Hawkins

May 22, 2018 at 10:00 AM

In Moneyball: The Art of Winning an Unfair Game, Michael Lewis describes how the Oakland Athletics used analytics to build a competitive team on a fraction of the budget of league leaders like the New York Yankees. It’s an interesting read, and I think you’ll find the lessons apply to one area of your business in particular: your website.

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Topics: Technology

Keeping It in the Family: Managing Client Relationships for Longevity

Posted by Kristine McManus

May 16, 2018 at 1:30 PM

Prospecting is tough. No one really likes to do it, and very few advisors are naturally good at it. If only you could clone your best clients. I hear advisors wistfully mention this idea as they think about the implications of having a practice full of dream clients.

Cloning would be great. But short of that, where else can you find ideal new clients? The answer might be quite literally staring you in the face: your clients’ children or grandchildren.

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Topics: Practice Management

Finding the Balance: How to Delegate Effectively

Posted by Kristen Terpstra

May 15, 2018 at 10:00 AM

As a business owner, you will eventually reach the point where you can’t handle it all. If you try to do so for too long, your firm’s growth will surely stall. But how do you determine which tasks can and should be delegated to your team?

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Topics: Practice Management

A New Look at Succession Planning for Financial Advisors

Posted by Bette Skandalis

May 9, 2018 at 1:30 PM

Picture this: You own a classic 15-year-old Audi Cabriolet convertible. Through upgrades and solid maintenance, it seems to improve with age—until it doesn’t. Eventually, the electronics go awry, the door handle comes off, the top won’t go down, and the transmission fails. Resale value? Close to zero. If you were your own client, you would have told yourself to sell a few years ago in order to maximize value—before the inevitable march of declension.

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Topics: Practice Management

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