E-Mail Marketing Best Practices

Posted by Sarah Hargreaves

January 17, 2018 at 1:30 PM

e-mail marketing best practicesWhether you use it to engage with your clients, grow your business, or generate prospects, there’s no question that e-mail plays a valuable role in your professional life. In fact, according to the Radicati Group, the average business professional sends and receives 140 e-mails per day. Worldwide, nearly 2.8 million people use e-mail for both business and consumer purposes. Given the digital world we live in, these statistics may not be all that surprising. But have you ever taken the time to reflect on why you use e-mail? Would you like to improve client engagement? Foster brand loyalty? Maximize your return on investment?

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Topics: Marketing

Developing a Social Media Content Strategy to Grow Your Advisory Business

Posted by David McDonald

January 16, 2018 at 10:00 AM

If one of your goals for the New Year is to grow your advisory business, consider including your presence on social media as part of your growth plan. Online content is a great way to establish your brand and advance your business. It requires some planning and commitment, but once you get into a new routine of generating content, it will help you form deeper connections with existing clients and build awareness and trust with prospects. Here’s how to start developing your own social media content strategy.

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Topics: Retirement Consulting

Grow Your Practice Through Charitable Planning

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

January 10, 2018 at 1:30 PM

Many high-net-worth clients give to charity annually, and they need you to help them identify the most efficient way to support the causes that are important to them. By brushing up on your knowledge of the charitable deduction and various giving strategies, you can both help your clients meet their philanthropic and legacy goals and grow your practice through charitable planning.

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Topics: Financial Planning

The SmartIRA™—An Easy Way to Name a Trust as an IRA Beneficiary

Posted by Heather Zack, JD, LLM, CAP

January 9, 2018 at 10:00 AM

Beneficiary designations are vital in executing a client’s estate plan, and an advisor’s understanding of all the beneficiary options available is equally as important. When a client names his or her spouse or children as beneficiaries of an IRA, most advisors are comfortable with the options those beneficiaries will have when it comes time for them to receive assets and take required minimum distributions (RMDs). Things become far less clear, however, when a client wants to break from the norm and use a more complex beneficiary designation—particularly naming a trust as an IRA beneficiary.

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Topics: Estate Planning

Increasing Profitability and Productivity: 4 Numbers You Need to Know

Posted by John Reid

January 3, 2018 at 1:30 PM

There is something blissful about surrounding yourself with the right clients—especially if it means freeing you from activities that take up too much time. Do you have a client who calls early in the morning and often? Are there clients you continue to service even though they do not meet your minimum? Do you have smaller clients who are difficult to contact? Perhaps you have a client who does not contribute regularly to his own retirement, although you still spend time sending statements.

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Topics: Practice Management

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