Six articles! Why be optimistic! Client reviews get business! Ten commandments for Autumn prospecting! More!
Six articles!? Which one did you like best?? Please leave a note in the Comment section below.
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It can be hard to believe, but Halloween is followed by Thanksgiving, then Christmas and the year is over.? Where will business come from in the next three months?? My article gives some answers.
The Ten Commandments for Getting Business in the Fall ThinkAdvisor (9/30/24)
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An unexpected aspect to financial planning conversations is listening to well off clients grumble about rising food prices. Do they shop at more than one store?? Here are some lessons to impart for getting weekly grocery prices down.
Are Clients Complaining About Rising Food Costs? Financial Advisor (9/30/24)
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There are plenty of reasons why advisors should initiate scheduled periodic client review meetings.? It lets them know you are paying attention and understand their goals.? Thy often lead to more business, even referrals.
9 Benefits of Periodic Client Reviews ThinkAdvisor (9/30/24)
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Your firm might have superstar advisors who get showcased.? The job of a financial advisor can be tough at times.? Even if you haven’t made a “Best of” list, there are still reasons to be proud of your accomplishments.
12 Reasons for Financial Professionals to Feel Optimistic Advisorpedia (10/1/24)
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It is often possible to visit the famous chateaus in Bordeaux. This can make your vacation memorable. Getting into some of the best places requires advance planning.
How to Visit a Famous Wine Chateau in France LinkedIn article (9/30/24)
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You want your holiday parties to be legendary. It all starts with the guest list!
How to Plan the Perfect Holiday Guest List LinkedIn article (10/1/24)
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1 个月They're all great. The one I like the best was the one about client reviews.