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    5 Video Marketing Tips for Client Communication!

    Video marketing started to see a steady increase in popularity far before the coronavirus pandemic. Businesses that reported using video within their marketing strategy increased from 61% in 2016 to 85% in 2020, and coronavirus has only escalated this fact. Businesses are ...

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    Topics: client relationships, managing client relationships

    Panel Discussion Summary Top Takeaways! [Apr 30, 2020]

    Panel Discussion Topic: "The Business of Financial Advisors During COVID-19 & Future Opportunities" In case you missed the live event, here are the highlights and key takeaways from the virtual panel discussion. We've summarized the panelists' answers to the six big questions we ...

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    Topics: client relationships, managing client relationships

    4 Tips to Help You Effectively Manage Emotional Clients

    4 Tips to Help You Effectively Manage Emotional Clients Most financial advisors will inevitably have those one or two clients who are highly strung, emotional, or hot headed. Even in the best of times, these types of clients require a more careful approach when discussing a ...

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    Topics: client relationships, managing client relationships

    3 Tips for Handling Negative Comments on Social Media

    Social media has fundamentally changed how customers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their ...

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    Topics: client relationships, feedback, negative comments, Social Media

    Case Study: Wealth Management Services Group, LLC

    Six months after launching, I talked with Mike Stewart, perhaps better known as ‘Advisor Mike,’ of Wealth Management Services, LLC to discuss his new website and how he’s leveraging it to grow his business.

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    Topics: Blogging, client relationships, integrations, Riskalyze, Showcase