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Three Takeaways From FinCon 2019 (That Aren’t Pens, Shirts or Stress Balls)

Posted on September 18, 2019
A lot of us are familiar with that post-conference attitude, right? After being out of the office for a couple days, we return to the real world ready to …
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Practice Management

The Only 3 Activities an Advisor-CEO Should Spend Their Time On (and the Top 3 Time-Sucks to Avoid)

By: Michael Rose
Imagine an aspiring Olympic archer who has difficulty selecting the right target. It’s a safe bet that our intrepid sportsman will not make the trip to the next summer …
Marketing & Business Development

What Kind of Results Should Advisors Expect from Digital Advertising?

By: Robyn Whalen
You’ve heard us say it before, and you’ll hear us say it again: Digital advertising is an excellent way to boost awareness of your firm and generate leads. Platforms …
HR

Building Key Stakeholder Plans for Team Members You Can’t Live Without

By: Tammy Breitenbach
If you were a coach looking to improve your struggling football team, you’d have two options: Bring in new people Invest in helping your current MVPs get better  Coaches …
Marketing & Business Development

What Are Lead Gen Ads on Facebook and How Can Advisors Use Them?

By: Zach McDonald
Facebook ads are becoming more and more user-friendly and universally adopted, and it’s easy to see why. Facebook allows advertisers to be very specific with their targeting.  Sure, they …
Marketing & Business Development

Our Favorite Chrome Plugins for Advisors

By: Seattle Downey
Financial advisors thrive on efficiency. Browser extensions are a fantastic way to boost efficiency in day-to-day tasks that you may not have realized were possible. With the right browser …
Marketing & Business Development

What Makes an Advisor Homepage Great?

By: Carson Group
The following is a guest post written by Samantha Russell, Head of Marketing at Twenty Over Ten, one of our favorite website platforms for financial advisors. We all know …
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