Monthly Archives: October 2013

How Are You Getting In Front of This Tidal Wave of Money?

Did you see this tiny factoid hidden in a recent news article in MSN Money?  It will allow you to easily pick up lots and lots of new money in the next couple of months… Investors moved an average of … Continue reading

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What is the Most Successful Way to Market Your Practice?

There is so much information out there on branding and target marketing… but what actually works? Of the following list, which strategies do you think would be the most successful? Dominant local firm Niche marketing firm Technical specialty firm Local … Continue reading

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Simple, Fun Way to Generate 1 to 2 New Great Clients a Month

I have a handful of advisors that swear by the following method to create referrals like clock-work every month. It’s a client birthday or retirement party.  They just choose one client a month and throw them a little luncheon.  The … Continue reading

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