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Sep 28, 2016

Compliance is no longer an impenetrable wall between you and digital marketing--times and attitudes have changed. Social media, webinars, landing pages, Facebook ads, video tips...these are extremely powerful marketing tools that can revolutionize your business. In this AdvisorRadio episode, Tracy Repchuk,...

Sep 23, 2016

Advisor TalkingPoints: Prepare for client interactions with our monthly review, which covers the Fed’s latest meeting, takes an in-depth look at price stability, touches on a key leading indicator, summarizes the latest Bank of Japan decision, and looks at Q3 earning season.

Sep 13, 2016

What's Working Now: This advisor found a way to use Facebook advertising to boost attendance at his workshops and build a database of qualified leads.

Sep 2, 2016

What's Working Now: This advisor devised a simple system to meet with CPAs for a short presentation about his firm, followed by a lunch that allows him to gain a deeper understanding of their pain points, business practices, and potential as referral sources.