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Optimizing your business posts on Facebook

Many of us know that having an active presence on social media is critical for our brands and businesses to remain competitive and relevant. It is equally as important to stay current on what it means to be relevant. For some time now, brands and businesses have focused...

source: By Andrea Fischetti
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If you're an average RIA firm owner, you're in your mid-50s. That means you didn't grow up with computers, iPhones, the Internet, Facebook and LinkedIn. Younger clients expect their advisers to be tech savvy and communicate with them individually, and "generally" through...

source: InvestmentNews

Like all too many marriages, adviser teams that often seemed inseparable wind up crumbling and falling apart for a variety of reasons. But often the reasons behind a breakup don't become fully apparent until the partners explore a move to a new firm. Issues that may have...

source: WealthManagement.com

As of 2013, the number of registered financial adviser representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after year, your marketing strategies must do the same. Research proves...

source: ThinkAdvisor

Are you competitive? How are you creating your competitive edge? Would you say that you are the leader of the pack? Beating out your competition? When was the last time you thought about it? Financial advisers understand that in order to take their production to the next...

source: Business 2 Community

Are you competitive? How are you creating your competitive edge? Would you say that you are the leader of the pack? Beating out your competition? When was the last time you thought about it? Financial advisers understand that in order to take their production to the next...

source: Business 2 Community

Asset allocation usually gets most of the attention when it comes to diversifying clients' portfolios. That's understandable because allocation drives long-term portfolio results. Adequate diversification can also make it easier for clients to stay the course when market...

source: LifeHealthPro

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