We’ve published almost 40 blog posts in the past 3 months. We don’t blame you if you’ve been too busy to catch up with them all. To help you out a little, we’ve compiled 8 of our most popular posts in one easy list…

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August 21, 2014
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Clients are visual. You know this. And the power of visuals is PARTICULARLY strong during your client-to-advisor education. But when it comes to credit card debt, visuals can be overwhelming. Clients see long roadmaps with specific payment goals, mentions of a thing called ‘APR’, and their 5-digit debt barely budge over the past 6 months. How can you help them stay focused? Check this out…

Carolyn McRae
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August 20, 2014
Find more posts like this in: Client Engagement

Our industry loves to talk about Twitter. (Ironic how this article is yet another example.) But the opinions of REAL users have been hard to find. Until now. A few weeks ago I personally emailed 281 Twitter users in our industry and asked them to…

Carolyn McRae
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August 18, 2014

We all know the story. The quick-moving hare challenges the slow-moving tortoise to a race. The hare, overly confident that he can finish everything quickly, takes a nap. When he wakes up, he finds that the tortoise has won the race despite his slow speed. The tortoise’s lesson is more applicable to your firm than you might think…

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August 13, 2014
Find more posts like this in: Opinion, Practice Management

I’ve acquired many new clients with LinkedIn. By the end of this article you’ll know how to begin the process of using LinkedIn to expand your network and meet new clients.

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August 11, 2014
Find more posts like this in: Practice Management

You wish more people read your blog. You see stuff written by other folks in the industry and wonder “How’d they learn to do that?” You work hard at your own blog, but it never seems to measure up.

How can you get people excited about your blog?

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August 8, 2014
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“Honey, I’m going sailing… For work.” Sound too good to be true? It’s not. David Edwards, President of Heron Financial Group, found a way to leverage his sailing hobby for successful client prospecting. You’ve gotta see this…

Carolyn McRae
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August 7, 2014

Where are your emails winding up? Do you know? There are ways to break through the clutter, but it’s nothing like you were taught in school ….

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July 31, 2014
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You have a blog for your advisory business. You write a post every so often. But most of the time when you sit down to write, you have NO IDEA what to write about. Here’s your ultimate go-to list of 501 blog topics that will never let you down…

Carolyn McRae
Posted by
July 30, 2014
Find more posts like this in: Client Engagement

We’ve all heard the same tired advice about what to wear to the office. It’s certainly gotten more challenging to make the right choices given that the traditional business suit isn’t such an obvious option. So what is an advisor to do ….

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July 29, 2014
Find more posts like this in: Client Engagement, Opinion