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Feb 29, 2016

Virtual conferencing, webinars, social media...when used wisely, these platforms have the potential to revolutionize how you stay in touch with your book and reach out to prospects. This is all the more important since these days, clients are often located all over the map. On this episode of AdvisorRadio, Roger...

Feb 29, 2016

What's Working Now: This advisor writes monthly articles for a local magazine and publishes them on LinkedIn. It's allowed him to reach new prospects and get new clients. Learn how he's doing it.

Feb 25, 2016

As you prepare for client interactions, this week’s Talking Points includes a review of Brexit and potential ramifications, oil’s impact on banking, an uptick in inflation, and another piece of data that points to modest growth.

Feb 19, 2016

Advisor TalkingPoints: Prepare for client interactions with this week’s look at investor sentiment and what’s behind it, the state of revenues, prospects for a recession, and more.

Feb 12, 2016

What's Working Now: Read the story of how this advisor turned to technology in order to revolutionize how she relates to clients.