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Monthly Archives: October 2014

Wealth Managers: Don’t Abuse the Power of Technology

Wealth Managers: Don’t Abuse the Power of Technology

Technology presents a very exciting opportunity for wealth managers. From highly targeted analytics data to powerful email marketing platforms, it’s easier than ever before for wealth professionals to find their ideal clients and then harness the power of semi-automation to build strong relationships. Continue reading

6 Common Obstacles to Overcome for Successful Retirement Planning

6 Common Obstacles to Successful Retirement Planning

Many financial advisors want to work with baby boomers. While this segment of the population has a lot to offer, advisors have to be able to deliver real results in order to win and maintain their business.

 

Plenty of baby boomers who are getting close to retirement age have realized that the economic realities they’re facing are much different than what they expected. As a result, they want to work with a financial professional who can provide solutions to the obstacles they’re facing. Continue reading

The Financial Advisor’s Guide to Twitter

The Financial Advisor’s Guide to Twitter

Over the last several years, social media has progressed from something that potentially seemed like a fad to a concept that is fully ingrained into the online world and will continue to shape it for the foreseeable future. As a result, financial advisors and business owners from all industries have slowly taken a longer look at how they can use social media to connect with potential clients. Continue reading