As the financial services industry continues to progress into the digital age, the stroke of a pen continues to become more outdated due to the use of digital signature solutions. What does this mean for advisors? A predicted future of simplicity, organization and growth.

With North America making up for the largest share of global e-Signature markets1, worldwide digital signature transactions are projected to account for 492 million of transactions by the end of this year and 754 million transactions by the end of 20172. Some believe that this growth is affected by the ease of e-commerce as well […]

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From category Services

Traveling can be stressful, but consider using these helpful hints to ensure your trip runs as smooth as possible.

The holidays are quickly approaching, and for many, this means finalizing travel plans.  Whether you are visiting family in another state or planning a nice getaway, NEXT Financial Group, Inc. (“NEXT”) has put together a list of tips that may save you money, time and the stress that often comes when planning a trip. Booking […]

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From category Practice Management
back office

Currently, the average age of industry professionals is an all-time high, meaning the time for succession planning is now.

Prestige Aquisitions With current industry changes and trends heavily influencing financial practices across the country, now is more crucial than ever for advisors to leave their legacy protected. Succession Planning Currently, the average age of industry professionals is an all-time high, meaning the time for succession planning is now. Whether advisors are looking to leave […]

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back office

Logos are the first chance you get at making a great impression. Grab your clients' attention with these tips on logo design.

Logos are often the first thing that clients use to gather an impression about your business. Make sure you’re taking the right steps towards an effective logo.

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From category Marketing
back office

An effective marketing campaign can mean all the difference in your business.

Marketing is the heart of your business and a key aspect when it comes to keeping clients and attracting potential ones. Without marketing, current customers as well as prospects may not be aware of all the services that you offer, which could decrease the opportunity to expand your client base.

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From category Marketing
back office

Generating content for social media may seem hard, but once you understand how to, it can become second nature.

From emailing coworkers to sharing a post online, technology has become an integral part of our day-to-day lives. It has taken over the way we communicate with others which is why you, as an advisor, should make sure that you are reaching out to your clients in a way that is most convenient to them.

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From category Marketing
tips

Step away from screens and breathe some fresh summer air so come Monday morning, you will be ready to take on another week with energy and optimism.

Step away from screens and breathe some fresh summer air so come Monday morning, you will be ready to take on another week with energy and optimism. Whatever your idea of relaxation may be, see ways to balance work with your ideal leisure activities.

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From category Practice Management
tips

To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list NEXT has offered below.

Accomplishing goals requires determination, persistency and time to evaluate progress as well as modify strategies that have been set in place. One goal that many advisors have year-after-year, is to strengthen relationships among customers. To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list in this article.

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From category Practice Management
back office

Not all millennials are ready to become homeowners. It takes a strategic plan to convince them otherwise.

Convincing millennials that buying a home is more beneficial than renting or living with parents may not be easy due to several outside factors that have shaped this generation. Luckily, there are ways to educate them on the advantages of buying a home in the long run.

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From category Practice Management
tips

Take a look at these money saving tips you can share with recent college graduates.

Graduating college can be a stressful time filled with anxiety of beginning a new career and finding a place to live. Your clients look to you for financial advice in all aspects of their lives—including their children. Take a look at these money saving tips you can share with your recent college graduate clients.

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From category Practice Management
back office

Knowing your team's leadership style and understanding their behavior will give you insight and therefore solutions on how to develop each team member to be the most effective and motivated.

Knowing your team’s leadership style and understanding their behavior will give you insight and therefore solutions on how to develop each team member to be the most effective and motivated. Ed Robinson, from Robinson Performance Group, shares ways to better assess your team for the success of your business.

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From category ELITE
back office

Mentoring is a rewarding experience for both you and your mentee. It is your job to inspire them to do their best everyday not only by motivating them, but also by setting an example.

Mentoring is a rewarding experience for both you and your mentee. It is your job to inspire them to do their best everyday not only by motivating them, but also by setting an example. Read on a few things to keep in mind when becoming a mentor.

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From categories ELITE, Services
tips

Cultivating a good customer service strategy is no stroke of good luck - takes work and dedication.

Cultivating a good customer service strategy takes work and dedication. Before you give any of your clients away to competitors due to sub-par client service, consider the following strategies to ramp up your strategy.

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From category Practice Management
tips

Client events are a great chance to spend quality time with clients and learn more about them on a deeper level.

Client events are a great chance to spend quality time with clients and learn more about them on a deeper level. Consider hosting one of the mentioned events that are perfect for the springtime and will leave a lasting impression of you and your practice.

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From category Marketing
back office

"The NEC is a great way to revitalize your business,” said NEXT Representative Cindy Carraway. "Each year, I come away with ways to make my practice more efficient and have a great time in the process!  What more could you ask?"

NEXT Financial Group Inc. (NEXT) hosts the National Educational Conference (NEC) to provide our Representatives with new tools to grow their businesses. The 2016 NEC will pave the route to success through creating opportunities for our advisors to network and share their success stories at the classic Palmer House hotel in Chicago, Illinois from April 27 – May 1.

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From categories Events, Marketing
back office

Leaders keep their team focused and tasks prioritized without jeopardizing standards that have been set in place.

Leaders keep their team focused and tasks prioritized without jeopardizing standards that have been set in place. Read about some of the most prominent characteristics that our leaders here at NEXT possess.

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From category Practice Management
tips

Are you ready to reach your 2016 goals?

While it can often be difficult to keep track of several resolutions at once, there are ways to help ensure your financial goals are staying top of mind. Read on to find out how you can help usher along your resolutions so they last well into the rest of the year.

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From category Practice Management
tips

Check out these apps that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth.

There are plenty of apps available for download that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth. Here are 7 apps to help you become a cellular coordinated advisors for 2016.

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From category Practice Management
back office

The sole focus of NEXT remains to provide the highest level of quality service to our advisors so they can achieve their business building goals.

NEXT Financial Group, Inc. (“NEXT”) recently launched the Advisor Achievement Program, designed to acknowledge and reward some of our most outstanding advisors. Learn how our initiative for 2016 recognizes our valued advisors.

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From category Services
tips

Acquiring new clients is one of the most effective ways for financial professionals to experience improved levels of success at their practice.

Acquiring new clients is one of the most effective ways for financial professionals to experience improved levels of success at their practice. NEXT has outlined three marketing strategies that may help you accomplish your business building objectives for the new year.

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From category Practice Management
back office

Write your goals down as a way to remind yourself what you are working toward, and revisit this checklist to keep track of your progress.

That time of year has come around where lists begin to pile up of all the things you would like to accomplish in 2016. NEXT has come up with a checklist that will allow you to channel your new found energy toward bettering your practice in 2016.

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From category Practice Management
tips

Should you find that you or your clients have yet to shop for last minute gifts, be sure to share these tips or use them yourself to reduce financial holiday stress.

As financial advisors, many of you will spend these next few days busy with year-end client meetings. Should you find that either you or your clients have yet to shop for last minute gifts, be sure to share these tips or use them yourself to help keep the holiday stress out of your wallets and limited to whether or not that eleventh hour hoverboard is in-stock.

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From category Practice Management
tips

For financial advisors, networking can be a powerful tool. While attending holiday gatherings, catch up with old friends and try to make new ones.

Breakout the eggnog and winter decorations, the holidays are officially upon us! Along with the holiday season comes plenty of parties and opportunities to mix and mingle with family, friends and peers. Therefore, make the effort to connect with friends and family to see how they are doing and, while you’re at it, practice a […]

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From category Marketing
back office

Make sure to have everything in place for tax deductions when giving back this holiday season.

Now that the holiday season is here, Americans are in the spirit of giving back through charitable causes and philanthropy. Donating time, money and household items to charitable organizations is a productive way to give back to the community while also receiving a break on taxes.

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From category Practice Management
tips

Do something meaningful to show your customers you care about them. Your customer will have a more pleasant experience if you take the time to say thank you verbally or through a genuine gesture.

With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. Do something meaningful to show your customers you care about them. Here are some suggestions.

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From category Marketing
tips

Nearly 70 percent of individuals will need some sort of personal assistance after the age of 65. Therefore, inform your clients of how they can incorporate preparing for long-term care into their retirement plans

November marks Long-Term Care Awareness Month. Nearly 70 percent of individuals will need some sort of personal assistance after the age of 65. Now is a perfect time to sit down with your clients and discuss long-term care options for their futures.

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From category Practice Management
tips

If you find yourself in double double toil and trouble when it comes to selecting a digital marketing approach—fear not! We’ve compiled a few spellbinding strategies for you to start promoting your practice and putting yourself out there online.

If you find yourself in double double toil and trouble when it comes to selecting a digital marketing approach—fear not! We’ve compiled a few spellbinding strategies for you to start promoting your practice and putting yourself out there online.

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From category Marketing
tech

Going mobile is an essential part of any digital marketing strategy. Help your customers access your website on their mobile device.

Regular desktop websites are frustrating and difficult for smart phone and tablet users to navigate. Almost half of the U.S. Population uses a smart phone, with more than 150 million people accessing the internet on a mobile device every day. Is your website optimized for mobile use?

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From category Marketing
back office

Advisors could use our sales process playbook to refresh on how to keep up with client acquisition and retention solutions.

Advisors could use sales process playbooks of their own to refresh on how to keep up with client acquisition and retention solutions. We’ve put together some basic plays below to help you get started creating your own playbook.

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From categories Business Development, ELITE
tips

As the focus continues to shift to smaller screens, an opportunity to strike up more personalized relationships with customers through mobile devices arises.

One of the most important aspects of any successful business building plan is to allow yourself enough time to carefully plan out how to execute your objectives to reach your desired goal. Mobile marketing is a topical marketing trend to consider while venturing into 2016.

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From category Marketing
back office

Although almost half of all acquisitions fail, success is possible with the proper planning techniques. Setting defined goals for your succession makes it easier to commit and follow through.

Statistically, almost half of all acquisitions fail, success is possible with the proper planning techniques. Setting defined goals for your succession makes it easier to commit and follow through. Read about steps that can help you start planning for a pain-free succession.

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From category Business Development
back office

Division recruiting can help grow your business - are you using your broker-dealer's resources to help?

Growing your division through recruiting can be time consuming, especially if the task is taken on alone. Here is how having a solid plan as well as the assistance of your broker-dealer and its resources can help.

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From category Business Development
news

NEXT decided to create a cookbook to show appreciation to their Representatives and Home Office staff as well as bring attention to hunger in the U.S.

NEXT has created the first ever “NEXT Family Cookbook” which consists of various recipes from all over the country shared by the individuals that make up our firm. All proceeds will go toward the Houston Food Bank to increase the impact and help with the fight to end hunger.

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From category Marketing
news

Out of more than 150 firms submitted nominations, NEXT was the only firm to take three nominations. The awards ceremony will be held in New York City on September 24, 2015.

On September 24, 2015, Rep. Magazine will host the Wealth Management Industry Awards in New York City, and NEXT Financial Group, Inc. (“NEXT”) is a triple-nominated finalist for the categories transition support, practice management and service.

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From categories ELITE, Practice Management, Services
tips

Sometimes, relaxation at home is just what you need to recharge and become more productive than ever. Here are a few things you can do during the work week to increase your health and productivity.

Sometimes, relaxation at home is just what you need to recharge and become more productive than ever. Although breaks away from the office are needed throughout the year, there also things you can do during the work week to increase your productivity, and health!

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From category Practice Management
tips

Make the most of your limited, yet crucial, face time with potential clients during prospecting event by getting to know niche markets beforehand and implementing what you learn into the planning of your event.

Make the most of your limited, yet crucial, face time with potential clients during prospecting event by getting to know niche markets beforehand and implementing what you learn into the planning of your event. We’ve put together some event ideas based on the niche needs of a few targeted markets.

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From categories Marketing, Practice Management
tech

Staying informed about cyber security is the first step toward protecting your finances online.

Cybercrime can take many forms ranging from computer hacking to fraud to identity theft and more. Between the years 2001 and 2014, total cybercrime complaints in America increased by more than 2 million, and these numbers continue to rise. Here are some tips that can help you understand more about cybercrime and how to prevent common incidents from happening to you.

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tips

Social media stands not as a promotional fad, but as strategic marketing platform with staying power to affect the financial services industry and its clients for years to come.

As an investment professional, it’s crucial to keep up with the latest marketing trends and capitalize on them to keep your practice on the forefront. Learn how Facebook, Twitter and LinkedIn continue to impact the financial services industry due to their cost efficiency, widespread reach and partiality by the next generation of investors.

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From categories Marketing, Social Media
tips

Reaching out to multiple generations can help strengthen ties with current clients while paving a way for the growth of your practice.

Marketing across generations has become increasingly important in recent years. Reaching out to multiple generations can help strengthen ties with current clients while paving a way for the growth of your practice.

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From category Business Development
back office

When helping clients plan for Social Security, adviser need to conduct detailed research on each individual’s personal situation.

When helping clients plan for Social Security, advisers need to conduct detailed research on each individual’s personal situation. In this article are a few general tips that all financial professionals should consider communicating to their clients.

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From category Practice Management
tips

Implementing a system that works for you can help referrals come naturally.

Asking clients for referrals does not always come naturally. Although referral business is one of the best methods for growing a financial practice, the process of generating referrals can seem tiresome or forced to many advisors. Here are four tips for implementing a system that can help referrals come naturally.

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From category Business Development
tips

Search Engine Optimization, more commonly known as "SEO," can be a tough nut to crack.  We've compiled a few beginners’ tips to SEO so that you can start enhancing your rank today.

Search Engine Optimization, more commonly known as “SEO,” can be a tough nut to crack. We’ve compiled a few beginners’ tips to SEO so that you can start enhancing your rank today.

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From category Practice Management
back office

Financial advisors can redefine their practices for long-term success based on the qualities and quirks of millennials.

Millennials are using their social mindset and a focus on technology to reinvigorate the workplace. This group of trendy twenty-somethings may not have had as much experience as those generations that they are preceding. Learn how financial advisors can redefine their practices for long-term success based on the qualities and quirks of this young, yet rapidly evolving.

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From categories Business Development, ELITE
news

FSI gives us a look into 2015 Capitol Hill Day and National Discussions where industry members come together to discuss critical issues, and then spend a full day as citizen lobbyists advocating on Capitol Hill.

The Financial Services Institute gives us a look into 2015 Capitol Hill Day and National Discussions industry members come together to discuss critical issues, share best practices and network with your peers and then spend a full day as citizen lobbyists advocating on Capitol Hill.

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From category NEXT Partners
tips

Using non-verbal communication is key for successful client and prospect meetings.

Using non-verbal communication is key for successful client and prospect meetings. The tips listed on this article can assist you exude confidence and promote trust in your next client meeting.

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From category Marketing
tips

You want your marketing campaign to leave an impact and make your audience think about the message you are conveying.

Guerrilla marketing, as it is often called, involves simple gestures and interactions to make an impact on target audiences. It is unconventional, low-cost and attention-grabbing. Learn how to add this strategy to your marketing efforts.

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From category Marketing
back office

Insurance is an important piece of the overall financial puzzle.

Incorporating insurance strategies into your financial plan can help give you a comprehensive and fully-rounded perspective on your course for the future. However, with the many types of insurance products available through thousands of providers, individual investors need guidance from financial professionals to help them sift through the options and find insurance solutions that fit their goals.

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From categories Business Development, Services
tips

Now that graduation is behind them, entering college freshman will soon begin shopping for laptops, twin sheets and university spirit gear for the fall.  However, what parents really need to send their kids to college with is financial advice.

With graduation season upon us, parents of expectant college students will soon begin scouring a number of stores to purchase items off of their future campus dweller’s dormitory checklist. It is important that your clients fiscally prepare their recent graduates for the next four years, and here is a financial checklist you can provide to your clients’ incoming college students.

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From category Business Development
tips

Marketing to baby boomers can help strengthen ties with your current clientele as well as reach a new audience of clients.

The baby boomer generation, born between 1946 and 1964, holds a wealth of opportunities for financial advisors, especially those nearing retirement. Marketing to this demographic can help strengthen ties with your current clientele as well as reach a new audience of clients. Outlined are tactics and suggestions that advisors may want to consider when marketing to baby boomers.

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From categories Marketing, Social Media
tips

By acting as a mentor, you can help provide your mentee with the information, experience and confidence needed to succeed.

The products of these unsung heroes’ guidance truly embodies the fact that mentorship can be a powerful tool. By acting as a mentor, you can help provide your mentee with the information, experience and confidence needed to succeed. Here are four tips on how you can become an effective mentor.

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From categories Business Development, ELITE
back office

The 2015 NEC was a conference to remember, featuring captivating speakers and unforgettable events

The 2015 NEC was a conference to remember, featuring captivating speakers and unforgettable events. As with every year, NEXT presents several awards to some of the most deserving and hardworking individuals who dedicate so much of themselves to the growth of their business, our firm and to helping others along the way.

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From category Events
tips

Studies show millennials are the most self-expressive, diverse, tech-savvy and educated generation in history. But when it comes to financial literacy, many millennials do not know where to begin, and need financial guidance now more than ever.

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From category Marketing
tips

These three simple changes to your LinkedIn strategy can add some power to your page and maximize your social media presence.

While Facebook and Twitter each have their place for business owners, LinkedIn is prominently where prospecting is done and professional connections are made. Here are three simple tips that can help you start maximizing your LinkedIn presence and do some social media spring cleaning.

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From categories Marketing, Social Media
back office

For every conference you attend, make sure to get the most of your experience. No matter how many conferences, there are several things you can remember to help get the most out of your experience.

The NEC event is where our valued Representatives come together to network with one another, hear from influencers in the financial services realm and receive the latest insights on trending industry topics. For every conference you attend, big or small, there are several things you can remember to help you get the most out of your experience.

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From category Events
back office

Matt

The 80/20 principle, also known as the Pareto Principle, is an incredibly powerful productivity tool for any business. It has gathered some attention recently, so you may have heard about it, but it is still surrounded by mystique. So let us peel back the layers and explore exactly how the principle works and how to put it into practice.

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From category ELITE
back office

Celebrate connections and learn from industry leaders at this year’s National Education Conference (“NEC”) in Las Vegas.

At NEXT Financial Group, Inc. (“NEXT”), we know that customer relationships are key for the success of your business. Therefore, we have invited Chuck Wachendorger, Mike Perkins and Major General James “Spider” Marks to speak on innovative ways to engage with both current and potential customers as well as how to integrate the next generation of investors into your book of business.

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From categories Events, Marketing
back office

"The NEC is a great way to revitalize your business,” said NEXT Representative Cindy Carraway. "Each year, I come away with ways to make my practice more efficient and have a great time in the process!  What more could you ask?"

NEXT Financial Group Inc. (NEXT) hosts the National Educational Conference (NEC) to provide our Representatives with new tools to grow their businesses. The 2015 NEC will celebrate connection through creating opportunities for our advisors to network and share their success stories at the iconic Bellagio hotel in Las Vegas, Nevada from April 29 – May 3.

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From categories Events, Marketing
back office

A memorable meeting requires preparation, attention to detail, and going above and beyond the investing process.

Client meetings are one of the most effective opportunities you have as a financial advisor to strengthen client relationships and illustrate your value. A memorable meeting requires preparation, attention to detail, and going above and beyond the investing process.

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From category Marketing
tips

Establishing a referral system with a CPA starts with building a relationship

Building a strong alliance with a CPA can greatly benefit your financial practice. However, many advisors find the task of initiating this relationship difficult. The key to maximizing interactions is to build a strong friendship not only on the business level, but also on a personal level. You might be asking yourself, “Where do I begin?” This article gives you steps to start on your path to creating long-lasting and fruitful relationships with CPAs.

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From category Marketing
tips

Stuffed animals and heart shaped boxes have officially taken over grocery stores. With Valentine’s Day quickly approaching, show your customers you appreciate them by considering one of the following acts of kindness.

Stuffed animals and heart shaped boxes have officially taken over grocery stores. With Valentine’s Day quickly approaching, show your customers you appreciate them by considering one of the following acts of kindness.

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From categories Business Development, Marketing
tips

Is time running out on your New Year's resolution?

You might ask yourself, “What makes for a realistic goal for financial advisors?” In this article you will find a few achievable resolutions to assist in proactively preparing your firm for the future with the time left in 2015.

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From categories Business Development, ELITE
tips

Having a plan in place for distributing information will optimize your marketing strategy and build awareness for your financial practice.

Developing a relationship with the media is crucial for gaining exposure for your brand. Having a plan in place for getting your information distributed to the masses will optimize your marketing strategy, while bringing awareness to your financial practice.

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From category Marketing
back office

When selecting a broker-dealer, financial advisors will typically make a switch for one of two reasons: pain or gain.

Although the independent recruiting channel slowed in 2010, there are still an abundance of advisors around the country searching for the right fit. How do you target these advisors effectively, and how can you make your offer stand out?

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From category Business Development
tips

Let’s face it, as long as you are in the business of managing people’s life savings, you will have to build strong, trusting client relationships.

Let’s face it, as long as you are in the business of managing people’s life savings, you will have to build strong, trusting client relationships. Building strong client relationships is much like finding the best workout routine. If you do not apply the correct exercises and practices, you may be doing damage to your client relationships without realizing it.

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From category Business Development
tips

We all have ideas that could be extremely beneficial for our practices when properly executed.

We all have ideas that could be extremely beneficial for our practices when properly executed. Maybe you tried a seminar, or a couple of ads in a newspaper, or sending out a postcard – only to receive a poor rate of return. While these efforts can greatly enhance your practice, everything must have a plan.

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From category Marketing
tech

In this digital world, technology advances faster than ever before, exponentially in six months or less.

Computers have become increasingly smaller, slimmer and more portable, eliminating vintage forms of communication and reducing others to just a simple touch. With all these new and booming trends as well as consumers’ need for instant gratification, more and more business owners are finding themselves lost in a digital world.

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From category Marketing
tips

For independent financial advisors and entrepreneurs, marketing is often a major part of their business strategies. One of the most useful and multi-functional marketing tools is the press release.

Understanding the purpose of a press release and why it is an effective marketing instrument can give you a distinct edge over your competition and provide great public exposure. There are a multitude of avenues to attract favorable media attention, and a press release is a direct way to gain that needed publicity for your announcement.

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From category Marketing
tips

Since the revolution of the Internet, radio seems to be an outdated form of media. However, radio is still powerful and relevant, and a terrific way to reach a target audience.

Radio can be a highly effective marketing medium for independent advisors. It can familiarize a vast audience with your services and reach more potential prospects than hosting monthly seminars. The key to generating new prospects is to be accessible.

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From category Marketing

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