Turn Your Data Into Decisions: Analytics Lessons from an NBA Team
Allow me to briefly take you back in time. The year is 2013. After another middling season, the Philadelphia 76ers… Read More
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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?
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
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
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 Steps for Financial Advisors
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
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)
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 Elevates the Client Experience with eMoney (Case Study)
Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for… Read More
5 Quick Tips for Elevating Your Client Experience
Saturday night in the city and need a ride? Uber. Weekend getaway and need a place to stay? Airbnb. Long… Read More
