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As a financial advisor, you’re always thinking about your clients’ future. But what about your future? A recent survey conducted by CLS Investments shows more than 40% of independent advisors expect the sale of their business to account for between a quarter and half of their retirement. This figure stands in contrast to the reality that most advisors are wholly unprepared to pass on their business to a successor. David Grau, President and Founder of FP Transitions, says fewer than one in 10 advisors will sell their practice at the end of their career. It’s why a whopping 99% of independent practices die after one generation. Building an enduring business...

Is your firm ready for a CRM solution?

Are you struggling to grow your firm? Losing current clients? Are prospective clients choosing to go with another firm? Is onboarding new clients or keeping up regular communication with your clients a chore?

If you answered “yes” to any of these...

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7 Features of Highly Successful Advisor Webstes

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Learn What Works in Winning Clients

Guest blog provided by Susan B. Weiner, CFA

Are you about to embark on a new marketing campaign that will cost you a lot in money or time? Take a step back! It’s time to assess what’s already working for you.

There are marketing firms...

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Give the Gift of Responsive Web Design

My mother-in-law is turning 70. My wife mentioned that we are going to go in on a present for her with my wife's sister and brother. I thought, "great, but how much can knitting needles and yarn really cost?"

Turns out my mother-in-law wants an iPad so it is going to set me back a few more...

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