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    Google Alerts for Financial Services

    I know this may seem like a Google type of week (with two Google related posts in two days), but with all the talk about Google+, it's admittedly been hard to avoid the company.  Yesterday I was doing my morning reading and I came across an article published on ...

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    Topics: Blogging, google alerts beta, google tools for financial services, what is google alerts, tools for financial advisor

    How Often Do You Have Contact With Your Clients?

    Last week at the Financial Network Connect conference, we attended a workshop hosted by Referral Coach Bill Cates.  The presentation was about an hour long, and the content he provided the room with was inspiring to say the least.

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    Topics: do referrals work? referral strategies, how do advisors get referrals, how often should I meet with my clients?, How-To, how to grow my business through referrals, the referral coach, Marketing