From IRIS
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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.
From WealthManagement.com
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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.
From IRIS
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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.
From WealthManagement.com
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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.
From IRIS
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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?
