Blogs about: Financial Adviser
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More NEWS - a recruiting push
Recently I received an e-mail from a job seeker who was sent a recruiting e-mail from New England Wealth Strategies (NEWS). Although this person has absolutely no experience in financial services, the… more →
The Greed Report
Let's go...
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cassieforsberg wrote 3 days ago: I am extremely passionate about the importance of a solid and comprehensive financial plan. I also … more →
How To Use LinkedIn When Your Compliance Department Says No
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kristenluke wrote 3 days ago: Recently I have been conducting one-on-one LinkedIn training sessions for advisors on how they can b … more →
What's Your Favorite Social Networking Site?
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kristenluke wrote 1 week ago: This past weekend, I sat on a social media panel discussion for the NAPFA NorCal meeting with Cathy … more →
Karma Marketing
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kristenluke wrote 2 weeks ago: A few weeks ago I was speaking with an advisor about the types of marketing his firm does. He liste … more →
Did Diversification Fail?
Rick Miller, CFP® wrote 3 weeks ago: From its peak in October 2007 to its most recent bottom in March 2009, the Dow Jones Industrial Aver … more →
Get Personal with your Clients & Prospects
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kristenluke wrote 3 weeks ago: Anytime I explain to people what I do, there is some confusion. No, I’m not a financial planner. I h … more →
5 End of Year Marketing Tips
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kristenluke wrote 1 month ago: With only two months left in 2009, time is running out to get in your last minute marketing campaign … more →
Your Financial House
Jim Barnash, CFP® wrote 1 month ago: The most important structural aspect of any house is, of course, the foundation. Yet when it comes t … more →
Retirements are always paid for – one way or the other
soonlim wrote 1 month ago: I would like to start today’s post with an incident that happen in my office back in 2003. I remembe … more →
Greenlight's Einhorn holds gold, says U.S. policies poor
Jason wrote 1 month ago: Mon Oct 19, 2009 2:25pm EDT By Jennifer Ablan and Joseph A. Giannone NEW YORK (Reuters) – Hedg … more →
Can Mafia Wars Result in New Clients?
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kristenluke wrote 1 month ago: More and more advisors I talk to are seeing the value of Facebook as a marketing tool. Even if Face … more →
When can I stop working?
Dale Parker wrote 1 month ago: This interesting article in thisismoney ponders a question many of us have considered, ‘How mu … more →
Dow closes above 10,000 for 1st time in a year
Jason wrote 1 month ago: DJ comeback: Stock market’s best-known barometer closes above 10,000 for 1st time in a year By … more →
Incorporating Client Events into Your Marketing Plan
kristenluke wrote 1 month ago: This last week I attended a client appreciation event hosted by an RIA that I work with in San Diego … more →
DIY Financial Advising
Kate wrote 1 month ago: photo by everyskyline Okay, so I am shocked that I still have not heard from my former financial adv … more →
Time to Start Planning for 2010
kristenluke wrote 1 month ago: Fall is the time to start thinking about your next year’s marketing plan. You may think to yourself … more →
Marketing with LinkedIn: Create Your Own Group
kristenluke wrote 2 months ago: By now it is common knowledge that LinkedIn is an effective tool for connecting with existing contac … more →
Half of nation never review their pension..
PensionsGuru wrote 2 months ago: Of those who have reviewed their pension arrangements, 37 per cent of those polled by Barings did no … more →
You're Fired
Kate wrote 2 months ago: I called Ben exactly a week ago to tell him I had paid off my first card. The message I left was so … more →
