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FebAs a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is about managing the client. It’s also about retaining the client so they continue to use your services for many years. To retain clients over the long term, you need to make sure you are keeping […]
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FebWhat goals have you set for increasing assets under management in 2021? Here’s what other financial advisors are hoping to achieve in the near future: They expect their managed assets to grow by 7.2% in the next year They expect to see annualized growth of 17.2% over the next three years They expect 80% of asset growth[…]
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FebBuilding an online presence takes a lot more than setting up a social media profile. There are many nuances to growing your presence and brand online. From advertising and online engagement to brand positioning, outreach, and more, central to nearly all online efforts are financial advisor websites. Got a website yet? If not, you’re missing out! It’s never[…]
