 It is imperative that consumers understand what they are getting (and paying for), as well as what they are not getting (and thus still may need)."Bob Seawright, chief investment and information officer, Madison Avenue Securities |
39 Great Ways to Improve Your Practice
andrew coen | Financial Planning, July 2014
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Summary: Get smarter about communicating with existing clients — and attracting new ones. Sharpen your overall business strategies, and improve your social media presence.No matter how successful an advisor becomes, there are always ways to hone a firm’s practices to reach more clients and improve profitability. We scoured Financial Planning’s many Web-only features, blogs and videos to find the best ideas our readers might have missed.
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