My Practice

Sales and Marketing >>

Steven McCarty
Yelp help Pt. 1: When consumers roar, you better listen
Article posted by Steven McCarty
Although Internet reviews have long been a fixture for book sales (Amazon), restaurants (Yelp) and personal services (Angie’s List), they’ve only recently begun to appear regarding financial products and advisors. But we believe this trend will explode soon for the following reasons.

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Practice Management >>

Dan Berman
12 worst financial advisors in America: 2014
Article posted by Dan Berman
The dirty dozen follow in the sad tradition of their brethren of years past.

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Prospecting >>

Sandy Schussel
Provide service profoundly and grow rich
Article posted by Sandy Schussel
Here are three tips to provide profound service to your clients. Decide to do this, and wealth of all kinds will follow.

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Technology >>

Paul Wilson
42 things every advisor needs to hear
Article posted by Paul Wilson
Attendees of the 2014 Advisor Network Summit in Las Vegas were presented with a deluge of sales tips, sound bites and statistics. From inspirational quotes to regulatory predictions to nuts-and-bolts discussions about the products themselves, there was something for everyone.

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Social Media >>

Daniel Williams
25 best business books: 1-5
Article posted by Daniel Williams
Find out how to speak, network and solve procrastination problems in today's list of best business books.

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