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    Solutions for The Top 6 Financial Advisor Social Media Risk Factors

    In the financial world, it’s understood that with every opportunity comes risks. This law is applicable to most aspects of business—including social media marketing. Because of the open and interactive nature of social media, there are several risk factors that financial ...

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    Topics: factors, General, media, risks, social

    The Social Media Revolution - Are You In?

    With 2013 rapidly approaching, online brands, consumers and everyday social media enthusiasts are looking forward to what the new year will bring for social media. According to Erik Qualman, author of Socialnomics, the future is all about digital media.  Social media is not a ...

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    Topics: General, social media tools for financial advisors

    PODCAST: Daily Follow-up Reminders Help Financial Advisors Maintain Strong Client Relationship

    How did one financial adviser boost his client retention rate from 90% to 98%? According to this Wall Street Journal story, the answer was more client follow up.

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    Topics: clients satisfaction for finanical advisers, General

    Spotlight on Jennings Financial Planning Inc

    We are happy to introduce you a company we have been working with, named Jennings Financial Plannings Inc. They are working hard to help their customers having a good handle on their money. They want to show people how to connect their wealth with their most heartfelt valued, ...

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    Topics: feedback, Financial, interview, jennings, Showcase, planning

    The Positive Aura

    When prospects meet with you for the first time, usually they already feel positive, negative or neutral about doing business with you. The mindset they come to you with can be a critically important factor in determining whether they will eventually do business with you or not. ...

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    Topics: advisors, Financial, for, General, Marketing, optimized

    The Zen of Search Engine Optimizaton

    The phrase “Search Engine Optimization,” or SEO, causes fear and anxiety in many small business owners who worry that they don’t have the knowledge or the resources to be competitive. However, aside from Google’s army of PhDs, no one has all of the answers related to SEO, so ...

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    Topics: General, seo strategy for financial advisors

    And The Winner Is...

    No, I’m not going to talk about the elections today. But for months I have heard from people that they are waiting to make decisions in their businesses, or their clients are waiting to make decisions until the elections are over. So now that the election is over, it’s ...

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    Topics: develop a networking strategy, General, Marketing

    Make 2013 Your Most Successful Year

    Year-end client reviews are around the corner, and so is your annual business review.  As you evaluate your 2012 goals and objectives and start planning next year's, consider going back to basics: how do you position yourself to clients and prospective clients? “Verbalizing ...

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    Topics: General, success for financial advisors

    The Fear Of Exposure

    On LinkedIn, you can hide all sorts of things on your profile. But why would you want to?

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    Topics: General, linkedin tips for financial services

    Is Your Website Producing Positive Analytics (and Clients)?

    Over the years, your website has gone from an online brochure to an interactive connector between you and your prospects. Today, your online presence defines you. When a prospect or client searches for you or arrives at your website, do they find what they’re looking for? Does ...

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    Topics: analytics for financial advisors, Email Marketing, positive, producing, website

    Social Media: The Open Door To Brand Loyalty

    When it comes to business success, customer loyalty is everything.  Every company out there dreams of having dedicated clients who also share positive reviews with other potential consumers.  Luckily, social media provides the perfect platform to create these lasting ...

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    Topics: benefits of using social media for business, Social Media

    Are You Professional Or Authentic?

    Professional or Authentic? Which is the best marketing path? The answer is that a highly professional approach usually feels like it has been created so perfectly for a reason. The messages in your marketing materials may not overtly sell your services. However, a highly ...

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    Topics: Dealing with clients for financial advisors, Marketing

    Does Your Staff Know How To Answer Your Phone

    It is likely that you are unaware of how many potential clients call your office and ask typical questions in order to decide whether they should hire you.

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    Topics: answering, calls, General, phone