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Double Stock Index Performance By Avoiding The Losers

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Advisor Collaboration Synchronicity
 Printer-Friendly Version  Email This Article by Bob Simpson, Synchronicity Performance Consultants Another year has come and gone and the reports are in for 2012. It was another profitable ...
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Four Steps to Deepen Client Relationships and Increase Referrals

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My Practice
 Printer-Friendly Version  Email This Article by Dan Richards, ClientInsights.ca Research shows that only 25% of clients are truly “engaged” as opposed to merely satisfied – and those engaged ...
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Technology Won’t Organize Us, it Creates a Greater Need to be Organized

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My Practice
 Printer-Friendly Version  Email This Article Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing it will ...
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How to Ensure Top Clients Look Forward to Your Meetings

dan-r
My Practice
 Printer-Friendly Version  Email This Article Given that time is our scarcest currency, we all need to be cautious about taking on significant new commitments. The only exception is ...
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30 Minutes to Secure Your Most Important Clients

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Dan Richards
 Printer-Friendly Version  Email This Article 30 minutes to secure your most important clients Given that time is our scarcest currency, we all need to be cautious about taking ...
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The Common Denominator of Success

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My Practice
 Printer-Friendly Version  Email This Article By Norm Trainor, The Covenant Group Over the last 30+ years, I have had the privilege of educating and coaching thousands of financial ...
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Why a Simple Email is Today’s Best Prospecting Strategy

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Dan Richards
 Printer-Friendly Version  Email This Article In the Q & A after my talk on referrals at a recent conference, an advisor asked about the best way to interact ...
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What to Tell Clients Today – Ten Tips for Effective Client Communication

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Recent events have escalated investor concerns about their portfolios. Given the market tumult, many advisors know they should be communicating with clients, but ...
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How to Delegate Tasks

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My Practice Norm Trainor
 Printer-Friendly Version  Email This Article As a financial advisor, your ability to grow is largely dependent on the amount of time you are able to spend developing relationships. ...
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Free webinar – Using low-cost client lunches to build prospecting momentum

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Dan Richards
 Printer-Friendly Version  Email This Article Many advisors are struggling with a strategy to communicate with prospective clients.Last week, I conducted a webinar with U.S. advisor site Horsesmouth, outlining ...
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Articles You Can Send Clients (August 12, 2009) – Quality, Quality, Quality

Articles You Can Send Clients (August 12, 2009) – Quality, Quality, Quality
 Printer-Friendly Version  Email This Article Each Wednesday we are sending you 3 articles you can send to clients to stay in touch and to promote open lines of ...
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4 Articles to Send Nervous Clients

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articles you can send Dan Richards
 Printer-Friendly Version  Email This Article Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy ...
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