Blueleaf.com
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http://blueleaf.com 10-05-2010 16:43:59
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How can advisors future proof their practice? Staying in front of the way clients and prospects interact with the world is critical. John Prendergast, CEO of Blueleaf.com, joins us this episode with tactical approaches to upping your engagement game. hubs.ly/Q02hSfgV0
Seeking growth from gurus? Be weary. ThinkAdvisor identifies 6 ways business gurus can lead #advisors astray. hubs.ly/H080wmd0
Seeking young clients? Financial Planning shares how to help clients begin saving in their 20s. hubs.ly/H080x0f0
What does your office look like? MichaelKitces shares best practices & the optimal design for an #advisor office. hubs.ly/H080vKr0
Looking to automate email marketing to grow #AUM ? Here, is your definitive guide to succeeding. hubs.ly/H080B_40 by razorsocial
Niche or nest #advisor ? Tony Vidler, ChFC 🇺🇦✡︎ examines which is best. hubs.ly/H085gQ30
Have an aggressive client? MarketWatch shares how this #advisor had a client get physical & lessons learned. hubs.ly/H08547B0
Using an annual client service calendar? MichaelKitces communicates value using this powerful system. hubs.ly/H0854m40 by
Planning to market via storytelling? Add, don't tell, your story for it to actually drive #AUM growth hubs.ly/H085bxM0 Mark Schaefer
Mergers are not easy. MichaelKitces shares how to compensate & split equity with new #advisor partners. hubs.ly/H085gqq0
#Advisor compensation models are changing, and your isn't? Investopedia shares what models work & how to catch up. hubs.ly/H085fwb0
Young #advisors need to be bright, but also confident. Dave Grant, CFP® 🏴🇺🇸 explains how to be a more confident planner. hubs.ly/H085gL10
What software are you running? Investopedia shares the top 5 software #advisors use. hubs.ly/H08b9mh0
Influencers are a social growth technique. razorsocial shares how to find the influencers in your niche. hubs.ly/H08b9YS0