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JanWhen many of us think of marketing, we imagine television and radio spots, magazine advertisements, and billboards. You might think of cold-calling, asking for referrals, and attending trade shows to connect with new clients. But there’s a whole other world of marketing just waiting to be tapped. Digital marketing can help transform your business. Read on to […]
07
JanAuthority is the power to influence others because of one’s recognized knowledge about something. Building authority is important if you’re looking to grow your financial advisor business. Like trust, authority isn’t something you buy; it’s something that you have to earn. While earning and building authority can take some time, you can speed up the process. As[…]
07
JanClient review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then you talk about improving that performance. While this is the norm, it’s not the most productive method. Client meetings shouldn’t just be information sessions. They’re a chance for you to sync up with your client[…]
