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Summary: Most advisers depend on referrals to provide the majority of their business growth, and some have uncovered best practices to get more client recommendations flowing in from other professionals. Spectrem Group conducted in-depth interviews with 25 accountants and 25 attorneys to find out the secrets of working with these centers of influence.
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Summary: In this day and age, having a presence on this giant of a social media platform is crucial to the success of your business. Twitter provides a medium that enables advisors to connect to their target audience and helps them to reach new prospects.
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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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Summary: Content marketing for advisors has changed quite a bit since the mid-1990s when I first became involved in personal financial planning. How do advisors get relevant content into the hands of clients and prospects? How do they track whether clients and prospects are reading the content? How do advisors encourage them to share the content with their circle of contacts?
