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FeaturedMarketing

Focus to grow your financial advisory firm

When it comes to practice management too many independent financial advisers attempt sporadic half-baked efforts to improve their business, throwing blindly at the marketing and operations dartboards. They approach each day scattered, without clarity on where to focus, spreading efforts too thin.  Although busy all day, they end the day questioning…
Kristin Harad
November 16, 2016
Laundry completion
FeaturedMarketing

4 Steps to Master Task Completion

Getting Stuff Done Are You Afflicted with 80% Syndrome? You have clear vision, enthusiasm, and next steps, so you dive in to execute your plan. You even make some progress…quite a lot of progress. In fact, you complete about 80% of the effort necessary to finish the job. “This time…
Kristin Harad
August 30, 2016
FeaturedMarketing

Client Attraction? Try Prospect Repelling

Your guide to scare away pests and take back your financial planning practice How many times have you heard that you must define exactly whom you want to attract in to your financial planning practice so you know where to direct your client attraction resources?  That concept is the foundation…
Kristin Harad
August 8, 2016
Marketing

Market Your Financial Advisor Practice Effectively

Overwhelmed by marketing? Here are four essential tasks where outsourcing and technology can help. “I don’t have time to do it myself!” is a common refrain from financial advisors when it comes to marketing.   While marketing participation is essential for all advisors, there are many tasks you can outsource to…
Kristin Harad
January 24, 2016

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