FINANCIAL PLANNING

15 Moves Advisors Should Make in 2015, January 2015

FINANCIAL ADVISOR MAGAZINE

Seven Ways Advisors Can Give Themselves A Raise, September 2014

THE WALL STREET JOURNAL

Staff Key in Getting Referrals, August, 2014

FINANCIAL ADVISOR IQ

The Right and Wrong Way to Change Your Firm’s Name, June, 2014

INVESTMENT NEWS

How to Pick the Best CRM System for Your Practice, May, 2014

MARKET WATCH

Platinum Advisor Strategies Launches Goal Tracking Application to Help Financial Advisors Across the US With Marketing and Practice Management, May, 2014

THE WALL STREET JOURNAL

Experts: Advisers Lax on Cybersecurity, May, 2014

FINANCIAL PLANNING

3 Ways to Generate Leads on LinkedIn, April, 2014

FINANCIAL PLANNING

7 Twitter Mistakes Advisors Make, April, 2014

THE WALL STREET JOURNAL

Advisers Seek Some Youth in Client Base, April, 2014

FINANCIAL PLANNING

Top Social Media Mistakes Advisors Make, April, 2014

UPSTART BUSINESS JOURNAL

Savvy, Grit, and Frugality: What You Need for Entrepreneurial Stardom, April, 2014

FOX BUSINESS

6 Business Skills Every Entrepreneur Should Have, March, 2014

WEALTH MANAGEMENT

Four Lessons Advisors Can Learn From March Madness, March, 2014

WEALTH MANAGEMENT

Four Lessons Advisors Can Learn From March Madness, March, 2014

BUSINESS INSIDER

6 Business Skills Every Entrepreneur Should Have, March, 2014

FORBES

Five Up-And-Coming Tech Trends For Entrepreneurs, March, 2014

INVESTMENT NEWS

Advisers Star in ‘Practice Makeover’ Video Series, February, 2014

INVESTMENT NEWS

Introducing IN’s New Video Series: “Practice Makeover”, February, 2014

INVESTMENT NEWS

What Top Olympians and Top Advisers Have in Common, February, 2014

FINANCIAL ADVISOR IQ

New Measures of Success in Social Media, January, 2014

INVESTMENT NEWS

How Your Firm Can Stay Compliant When Serving Seniors, January, 2014

INVESTMENT NEWS

Shop for Groceries? OK. Throw a Party? Sure. Drive a Client to Mexico? No Problem, January, 2014

INVESTMENT NEWS

Helping Clients in Times of Grief, January, 2014

INVESTMENT NEWS

Platinum Teams Up with Focus Partners to Train Advisers, December, 2013

INVESTMENT NEWS

2014 Countdown: 14 Critical Mistakes Advisers Will Make Next Year, December, 2013

INVESTMENT NEWS

Adapt or Die: 5 Ways Advisers Must Embrace Change, December, 2013

PRIVATE ASSET MANAGEMENT MAGAZINE

Advisors Capitalize on Recent Partnership, December, 2013

THINK ADVISOR

Firm Reaps Huge Growth From Advisors Chore Lists, October, 2013

FINANCIAL ADVISOR MAGAZINE

Implementing and Communicating a Minimum Account Size, October, 2013

INVESTMENT NEWS

Has Financial Press Over-Hyped Social Media?, August, 2013

FINANCIAL PLANNING MAGAZINE

5 Tips For Going Solo, August, 2013

FINANCIAL PLANNING MAGAZINE

5 Vital Reasons to Digitize Your Meeting Notes, August, 2013

ON WALL STREET

Winning Over Clients With Events, August, 2013

FINANCIAL ADVISOR IQ

Performance Metrics to Match Your Practice, August, 2013

FINANCIAL ADVISOR MAGAZINE

Should You Institute a Minimum Account Size?, July, 2013

PLAN ADVISER MAGAZINE

Marketing in a Compliance Heavy Market, July, 2013

PRIVATE ASSET MANAGEMENT MAGAZINE

Industry Spotlight: Platinum Advisor Strategies, June, 2013

ADVISOR TV / FINANCIAL PLANNING

Is Your Attire Costing You Clients?, June, 2013

FINANCIAL ADVISOR IQ

You’ll Need Guts To Be Your Own Brand, June, 2013

FINANCIAL PLANNING

Sounding Off: Whose Brand Should Advisors Promote?, June, 2013

FINANCIAL PLANNING

Three Things Better Than A Silver Bullet, May, 2013

FINANCIAL PLANNING

Does Branding Really Matter?, May, 2013

WSJ LIVE

Twins Talk Client Retention, May, 2013

WEALTH MANAGEMENT

Client Events That Work, April, 2013

FINANCIAL PLANNING

How to Treat Your Assistant, April, 2013

FINANCIAL PLANNING

Inside the SEC’s New Social Media Guidance, March, 2013

FINANCIAL PLANNING

Streamline Your Social Media Strategy, March, 2013

THE WALL STREET JOURNAL

Be Fearless When Making a Recommendation, March, 2013

FINANCIAL PLANNING

Don’t Be Selfish on Social Media, March, 2013

FINANCIAL PLANNING

Update Your Social Profiles, March, 2013

FINANCIAL PLANNING

Twitter 101: A Guide for Financial Advisors, February, 2013

FINANCIAL PLANNING

LinkedIn 101: A Guide for Financial Advisors, February, 2013

FINANCIAL PLANNING

Facebook for Advisors: Is It Worth the Effort?, February, 2013

THE WALL STREET JOURNAL

How to Train Staff to Handle Complaints, Januray, 2013

FINANCIAL PLANNING

8 More Ways to Improve Your Practice Today, January, 2013

KILLER STARTUPS

Robert Sofia Of Platinum Advisor Strategies Shares What It’s Like Running A Startup, January, 2013

FINANCIAL PLANNING

8 Ways to Get More Referrals, January, 2013

FINANCIAL PLANNING

New Year’s Resolutions for Your Practice, December, 2012

REUTERS

Wealth advisers to frantic Republicans: Get a grip, November, 2012

WEALTH MANAGEMENT

Make 2013 Your Biggest Year Yet, November, 2012

WEALTH MANAGEMENT

4 Tips For Building Your Social Media Audience, November, 2012

FINANCIAL PLANNING

Making Client Events Sexy (or at Least Fun), October, 2012

BUSINESS INSIDER
 

How Failure Can Be a Happy Blessing, February, 2012

WEALTH MANAGEMENT

A New (And Better) Way to Drive Sales, February, 2012

FORBES

How to Achieve Success in 6 Thoughts, December, 2011

WEALTH MANAGEMENT

4 Steps to Endless Referrals, September, 2011

ADVISORONE

Make 2011 Your Best Year Yet, January, 2011