Sell Yourself Through Education

Want to be more effective in your advertising and marketing? Don't start by talking about yourself and asking for business. You have to give first! One of the best ways to start the process is by using your advertising or marketing in a way that educates your audience. It's tempting for many advisors to open up with their accolades, years of experience, and qualifications when trying to earn business. There's just one problem with that approach. Nobody cares! At least, not at ...

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Football Party Recommendations

Looking for more opportunities to strengthen your relationship with clients? Nothing contributes to this quite like a personal invitation to your home. What better reason for a get-together than a football party? But before you start putting it together, here are some recommended pieces that will help you plan for such a fun and exciting social event.   Football Party Planning Checklist Are you a sports buff? You probably already know how to plan a football party, but the ...

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10 Great Quotes on Hiring & Managing

If you don't invest in the right people or cultivate the right organizational culture, you will slow down (or stop) your business growth. Here are 10 inspiring quotes to help you on the road to better hiring, managing, and leading! 1. "Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others." – Jack Welch 2. "I hire people brighter than me and I get out of their way."  – Lee Iacocca 3. "The competition to hire the best will ...

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3 Reasons NOT to Attend The Marketing Forum

Click Below To Watch. Registration Details Find out 3 reasons NOT to attend The Marketing Forum. Suggested Reading: Save $100 by registering early! Check out images of the fantastic venue this year. Download your updated handbook right here.   Sponsors:     September 23 - 25, 2015 Orlando, Florida Want to accelerate your business goals and growth? Join us as we share valuable insights, prompt you and your assistant to reach business ...

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Updates: The Marketing Forum

Marketing Forum Updates   Save $100 Beat the admission fee increase by registering early. On August 1st, admission goes up $100. Register today!     Hotel Booking Once you've registered for The Marketing Forum, you can book and modify your reservation through the Hyatt Regency's exclusive booking page.     Schedule Updates A Special Presentation by First Trust, our Elite Sponsor starts at 5PM EST on September 23rd and will be followed by the ...

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Is Your Website Mobile-Friendly? Find out.

When Google's update rolls out April 21st, will your website be ready? Mobile makes up 25% of all web usage, nearly double what it was last year! With Google using mobile-friendliness as a ranking signal, it's more important than ever to find out if your website is up-to-date. You can find out in a few seconds by using Google's Mobile-Friendly Test.  Here's how to use it: Step 1 Go here: https://www.google.com/webmasters/tools/mobile-friendly/ Step 2 Enter your website address ...

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10 Inspiring Quotes For True Leaders

Here are 10 inspiring quotes we hope will provide you with useful wisdom in your financial practice and personal life. 1. Surround yourself with the best people you can find, delegate authority, and don't interfere as long as the policy you've decided upon is being carried out. --Ronald Reagan 2. Don't be a bottleneck. If a matter is not a decision for the President or you, delegate it. Force responsibility down and out. Find problem areas, add structure and delegate. The pressure is to do ...

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3 Ways To Instantly Be More Likable

How would you like to create deeper relationships or greater rapport with prospects and clients? This is where you want to start: Being likable. Without it, it's going to be tough to make meaningful connections with others. Janine Driver, president of the Body Language Institute, will be giving an enlightening presentation on body language at this year's Elite Advisors Forum. To hold you over until then, start practicing these 3 easy techniques Janine Driver reveals in this segment of the ...

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Take Care of Your Assistant!

Do you know what Wednesday is? It’s National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients? Good leaders know that their people are their greatest asset. This is especially true in our industry because financial services is a “people” business. Think about your own circumstances: What would you do without an administrative assistant to help you meet client needs? Each year when this day rolls around, we ...

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What Advisors Can Learn From Warren Buffet’s Annual Letter

Warren Buffett is famed for his investment wisdom and folksy life advice and we really enjoy reading his annual letter to shareholders of Berkshire Hathaway. In the 2013 letter, he doesn’t stray far from his usual buy-and-hold and diversification strategies, but we picked out a few gems that we believe financial advisors should take to heart. Keep Your Costs Low It’s no secret that Buffett is a fan of the low-cost approach to business and investing. The advisory space is experiencing major ...

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