My Practice

Sales and Marketing >>

Wayne Cotton CLU
Is the fear of missing out preventing your success?
Article posted by Wayne Cotton CLU
The fear of missing out (FOMO) is a recurring condition that kills the productivity of many people in our business. You have to watch carefully for the symptoms of FOMO and take action right away when you notice it creeping up.

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Prospecting >>

Larry Klein
3 ways advisors can avoid the summer blues
Article posted by Larry Klein
Most every financial services professional fails to do additional business with existing clients, or at least not as much business as they should. They constantly look for new clients. Big mistake. Here are three ways to use the summer to reignite relationships.

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Practice Management >>

Michael Goldberg
The dos and don'ts of canvassing to business owners
Article posted by Michael Goldberg
Done correctly, canvassing becomes an opportunity to shake hands and develop relationships (remember, relationships drive business) rather than getting treated like just another vendor. Here are 10 ways to make more connections, generate more referrals, and not hit the canvas.

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Technology >>

Amy McIlwain
A social media success story in the financial services industry [video]
Article posted by Amy McIlwain
Steve Savant is one of these financial professionals who has chosen to adopt social media into his marketing practices, and he has seen great success from these efforts. Watch my interview with Steve Savant below to learn how you, too, can achieve this success!

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Social Media >>

Amy McIlwain
2014 Electronic communications compliance report: What you need to know as a financial advisor
Article posted by Amy McIlwain
Smarsh, a cloud-based archiving solution for financial advisors, recently released their annual Electronic Compliance Survey Report. In its fourth year, the Smarsh survey seeks to identify trends and concerns in financial services.This year’s results reinforce the shift in attitude toward an acceptance of more types of electronic messages (and the compliance ramifications).

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