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Is Your Brand Doing More Harm Than Good? Here's a Process That Will Make You Better

Added on April 2016 in Manage Your Practice
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Summary: Rebranding is an ideal way to address these challenges: realigning companies with fundamental changes in the marketplace and revealing new paths to grow your professional services firm. Let’s step you through a tried-and-true process of self-assessment and re-adjustment, so you can recalibrate and reenergize your firm's brand. 

Are You Ready to Showcase to CPAs?

Added on April 2016 in Manage Your Practice
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Summary: Would you recommend a restaurant without having eaten there? Probably not, and yet the risk is minimal; a bad dinner. Yet financial advisors expect CPAs to refer clients without personally experiencing their level of professionalism and expertise? This is high risk, as a bad experience with a referred advisor and the CPA is likely to lose a client.  

Why You Should be Turning Your Advisory Business Into A Media Company

Added on April 2016 in Manage Your Practice
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Summary: Your budget doesn’t begin to compare with the megacorps, but that doesn’t change the fact that you’re both competing for the same market share. In this crowded space, content creation will give you an edge.

Do You Have a Viable Niche?

Added on April 2016 in Manage Your Practice
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Summary: Ask any marketing professional: How do you sponsor exceptional, powerful, effective marketing campaigns that deliver results? A quick response is to start with a viable niche.

Fear Being Replaced by a Robot? How to Thrive Against Robo Advisories

Added on April 2016 in Manage Your Practice
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Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?

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