Marketing/Client Acquisition

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Advisor Who Is A Trained Chef Uses Tasty Treats To Warm Up Clients

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David Ortiz serves clients coffee and his homemade biscotti in his mobile kitchen.

Only 13% Of Investors Keep Their Parents' Advisors, Survey Says

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Once your clients' children turn 50, it will be even harder to keep them, according to Cerulli Associates.

Former Merrill Advisor Forms Wealth Management Firm In Atlanta

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Craig Robson, who managed $450 million with Merrill Lynch, is launching Regent Peak Wealth Advisors.

Once Advisors Find Their Niche, They Never Let Them Go

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Advisors who have settled into specialized practices say they would never go back to being a generalist.

Some Ways For Advisors To Reach Boomers? Social Media, Plus Golf And Wine

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A 30-something tells advisors to be bold in communicating with potential boomer clients.

If You're Not Helping Small Business Owners Sell, You're Missing Out

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M&A activity is soaring in all industries, creating a niche market for advisors, a lawyer says.

How Advisors Should Deal With Women In Crisis

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Advisors' first contact with female clients is often during or just after a life crisis.

Tibergien: Advisor Firms Need To Get Younger, More Diverse

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“There are more CFPs over the age of 70 than under the age of 30,” consultant Mark Tibergien warned advisors.

Advisors Urged To Pay More Attention To Young Clients

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Fee-based financial advice for younger clients is the future of the advisory industry, this advisor said.

Getting Advisors Set Up For Seminars

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White Glove focuses on planning and coordinating seminars to help advisors attract clients.

Five Tips For Using Surveys To Engage With Clients

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Surveys allow you to engage openly with clients and help to demonstrate your commitment to improving your service to them.

Grandparents Spending $179 Billion Annually On Grandkids: AARP

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From tuition assistance to multi-gen vacations, grandparents are a growing financial force.

92% Of Advisors Using Social Media To Gain New Clients

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More than half of advisors surveyed said they use social media for business development and client relations.

Clients Get More Savvy When It Comes To Advisor Fees

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Investors are more willing to pay such fees, but they demand good value, according to Cerulli Associates.

The 4 Words That Describe the ‘Real Value' Financial Advisors Deliver

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The real value that financial advisors deliver has morphed over time.

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