Added on April 2016 in Other Ideas
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Summary: There are lots of different marketing tactics you can use to promote your financial services firm—from social media, to direct mail, to your website, to seminars, and even radio. But what’s the best approach?
Added on April 2016 in Other Ideas
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Summary: In today’s increasingly competitive planning landscape, it’s becoming more difficult for advisors to differentiate. Yet as the advisory field becomes increasingly crowded, perhaps the biggest problem is being seen in the first place.
Added on April 2016 in Other Ideas
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Summary: [VIDEO] Advice industry experts weigh in on who stands to gain from the Labor Department's final fiduciary rule, as well as the areas of the industry due to suffer under the new regulation.
Added on April 2016 in Other Ideas
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Summary: As a financial advisor, are you operating a practice or a business? Perhaps the answer is neither. You could be in a transitional phase, a sort of “no man’s land,” if you will, between the two models. And you might not even be aware of it.
Added on April 2016 in Other Ideas
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Summary: The Department of Labor’s announcement of its long-awaited, long-debated fiduciary rule for retirement plan advice will be remembered as a milestone in the history of the industry. To put it simply, professional financial planners and advisors have achieved a victory, and the Wall Street and independent broker-dealer service models have been dealt a blow.
