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SepNow, it’s common to hear that we are living in unprecedented or extraordinary times. In reality, it’s not all that uncommon for some large scale event to impact the markets. The obvious line of thinking is that it’s not realistic to find new clients in a down market. In this case, the obvious is incorrect. It is […]
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SepWe ( financial advisors ) tend to view success as a binary system where you either succeed or you fail. Like many things in life success isn’t actually an either/or situation. There’s a between a state that’s seldom discussed – survival. For financial advisors, survival is the direct result of having a mediocre practice. You do enough[…]
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SepBe(a)ware of Current Trends Financial advisors need to attract potential clients who will stay for the long-term. These clients who will also invite their family, friends, and associates to use your financial services and products. Attracting the right clients means you must be aware of current trends and be consistent with your brand and tone of voice.[…]
