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FebWhen you’re creating a marketing plan for your financial advisor business, a lot of your efforts may be focused on gaining new leads. You build social media profiles, launch beautiful websites, write blog posts, and send out email newsletters. But once you get all that financial advisor prospecting done, how do you convert those leads into revenue? […]
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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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FebWhen you’re trying to grow your business, client referrals can be one of your best resources. You get the benefit of trust between colleagues or friends, and you can avoid the discouraging cold call process. But once you get a referral, it’s your job to wow the potential client and land the sale. Having a strong referral[…]
