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Jun 17, 2016

What’s Working Now: This advisor hired two speaking coaches to help him present educational workshops as his chief marketing strategy. Pick up on some of Craig’s tips for becoming a stronger public speaker.

Jun 16, 2016

It's not uncommon for advisors to go to networking event after networking event and, despite doing lots of talking, have nothing to show for it in terms of new business and connections. On the flipside, some advisors attend one event and generate tons of interest. What are these advisors doing differently? As speaker...

Jun 16, 2016

Advisor Talking Points: As you prepare for client interactions, this week’s Talking Points takes a look at the upcoming Brexit vote in the U.K. next week, negative bond yields in developed nations, the Fed’s latest meeting, and some labor market data that offsets the weak May employment report.

Jun 7, 2016

What’s Working Now: This advisor has found that the best marketing technique involves keeping his current clients happy and knowledgeable.