You send a ton of email. And the effectiveness of those emails directly impacts the success of your business. Aka, you’d be A LOT better off if you were an emailing master. But you’re not — Here’s how to become one.

Carolyn McRae
Posted by
August 28, 2014
Find more posts like this in: Client Engagement, Practice Management

Peyton Manning is an all-star both on field and off field. He outperforms many in the financial world. So how does he do it? He shared his secrets at a recent financial conference…

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August 27, 2014
Find more posts like this in: Practice Management

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
Posted by
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
Posted by
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
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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?

Posted by
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
Posted by
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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