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    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

    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