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eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships

Bullseye! How Analytics Help Advisors Target Ideal Clients

What is an ideal client? It’s a common term in marketing circles; though, the concept should pique your interest nonetheless. Read More

Do You Have What HNW Clients Look For?

Client Experience

High-net-worth (HNW) clients don’t just fall into your lap. Although, how great would that be? HNW households in the U.S. Read More

5 Ways to Use LinkedIn for More Personal Client Introductions

Marketing

If you’ve attended any industry conferences recently, you’ve likely heard that financial professionals need to embrace social media. Doing this… Read More

3 Tips for Handling Negative Comments on Social Media

Marketing

Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your… Read More

social media security for financial advisors

Social Media Security Steps for Financial Advisors

Marketing

Social media has become a key tool for advisors to establish better communication with their existing clients while serving as… Read More

The Art of the #Hashtag

Marketing

What was once simply known as the pound symbol, hashtags have evolved quickly in the age of social media. Although… Read More

Simonet Financial Group Uses eMoney to Increase Value and Revenues (Case Study)

Financial Planning

Simonet Financial Group provides comprehensive plans to clients to help them reach their financial goals. As principal advisor at the… Read More

life planning partners emoney case study

Life Planning Partners Elevates the Client Experience with eMoney (Case Study)

Client Experience

Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for… Read More