Six Questions to Ask Before Choosing a Marketing Point Person


One of the best ways to increase your chances of marketing success is to designate a marketing point person, someone who can ensure that projects are completed and deadlines are met....

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Advisor Marketing: Videos Make Sense


Bob Barry CFP®, principal at Barry Capital, doesn’t consider himself a marketing whiz.  But by perusing the pages of his website, you’d be hard-pressed to think otherwise. BarryCapital.com...

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Expert Designer Analyzes the Traditional Advisor Office Space


The atmosphere you create in your office greets your clients before you do, and is a key determinant of their comfort in your office, and thus, in you as their advisor. Whether or not you realize...

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15 Things Human Advisors Do That ROBO Advisors Can’t


You know their story – their priorities, family history, goals – not just their data You help clients take control of their entire financial picture beyond their investments You’re...

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Help Your Firm Fall in Love with eMoney Advisor – Part Three


We’ve reached the conclusion of our guide to help your firm fall in love with eMoney Advisor. Below is our final profile of your firm’s professional personas: Assistants. Occupation:...

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