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    Ten Characteristics of a Mentor

    Having a mentor offer advice and guidance is a valuable advantage in helping to shape the right career path. Mentorship is the process of bringing together experience and knowledge and sharing it with others. Mentor relationships can be short or long term, and you are not ...

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    Topics: How-To, Mentor relationships for financial advisors

    Three Ways Technology has Revolutionized Marketing and How Financial Professionals can Benefit from Them

    Can you remember back in the day, when you dialed in to get your “electronic” mail from AOL? Patiently waiting and trying to dial multiple numbers before finally making the connection? Personally, the sound of the computer buzzing away like it was making a cup of coffee ...

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    Topics: Marketing, marketing for financial advisors

    Quick – name a wealth management firm with a cool brand

    OK, it’s a trick question. Why? Because precious few wealth managers have what we would define as a meaningful brand. That is, one that helps them stand out from the pack, connect with prospects and grow organically.

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    Topics: branding for financial advisers, branding for financial advisors, General, Marketing

    It’s Magnificent! Getting Clients to Recognize Your Stellar Service

    If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all that you do for them. If a client has been working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for ...

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    Topics: clients satisfaction for finanical advisers, General

    Advisor Websites joins my Virtual COO Virtual Solutions for Advisors

    Advisor Websites, a leading web-based software used by financial professionals to create and manage compliant websites, is pleased to announce its alliance with My Virtual COO, the leading implementer of customized processes and integrated technology and virtual staff to create ...

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    Topics: General, My Virtual COO, News, Press Release