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The Independent Advisor's Guide to Tax-Efficient Trading
In an increasingly competitive industry, advisors and independent broker dealers need to differentiate their firm. Learn how providing tax alpha at scale gives you a major competitive edge.Read More
Mega trends like new technologies, low-cost competition and shifting customer expectations are evolving the wealth management industry. Chief among these trends is new competition like bundled technology/human advice offerings and online robo advisors offering advanced functionality.
As a result, advisors, independent broker dealers and their executives need to be able to demonstrate the value they provide to clients, differentiate their business and find cost savings wherever they can.
Professional advisors can clearly demonstrate their value by providing “tax alpha” through strategic trading and rebalancing. Explore how you can embrace this competitive edge by learning:
- A solution for scaling tax alpha
- How to use technology to differentiate your firm
- Benefits for your practice
The Advisor's Guide to Digital Marketing
From LPL Financial
A comprehensive handbook for attracting clients through digital marketing.Read More
Business today gets done not only through a handshake and signature, but with the click of a mouse, post of a tweet, and ping of an inbox. This digital era provides a variety of opportunities for you to get in front of more potential clients than ever, and to stay fully engaged with your existing client base.
Download this white paper for best practices on expanding your online presence through:
- Creating a website that works and communicates your value
- Improving how clients find you on the web
- Attracting and engaging clients on social media platforms
- Using email to your practice’s advantage
- Reaching new prospects through online webinars
Additionally, you’ll find ways to build your business by reframing your value conversation and enhancing the client experience.
Capturing and Converting Phone Leads
From Call Ruby
The business call is back! Learn how to drive more calls to your business line, create a great experience over the phone, and win more clients.Read More
With all the ways we have to communicate today, it may surprise you to learn the phone is still the preferred method for customers to interact with businesses.
In fact, companies big and small are seeing an explosion of inbound calls. Why? One big reason is click-to-call, the ability to dial a business directly from a mobile search. Click-to-call is booming, and its popularity isn’t expected to fade any time soon. Research from BIA/Kelsey predicts 162 billion calls will be made to business from smartphones in 2019.
This ebook is designed to help you capitalize on the inbound call renaissance and turn your phone into a productive marketing channel. After reading, you'll be ready to:
- Take advantage of click-to-call technology on your website and Google listing
- Address the needs of mobile callers
- Review and improve your caller’s journey
- Build trust and WOW callers through customer experience best practices
Exploring Independence: An Overview of the Registered Investment Advisor Model
Why more advisors are choosing to become RIAsRead More
The RIA channel has been growing steadily for the past several years. More and more advisors are seizing the opportunity to create the future they imagine for themselves and their clients.
As an RIA, you have the potential to keep up to 100% of the revenue. You determine the shape of your business. You serve clients the way you know is best.
Download this white paper and take a closer look at:
- RIA channel growth
- Benefits of independence
- Differences among RIA models
- Economics of RIA firms
- The custodian’s role
You’ll also receive time-tested steps and a roadmap for making your own transformation.
13 Tips to Keep Your Marketing Plan Afloat
From American Portfolios
Reviewing this paper and incorporating the steps included into your 2018 marketing plan will enable you to be effective and take advantage of the huge swells soon to come.Read More
With the close of 2017 upon us, you may now be evaluating the effectiveness of the plans you put in place at the beginning of the year. Consistent review of results and what's working is needed to monitor your progress; however, during the course of this review, before you decide to cast off your marketing budget, understand that doing so is tantamount to running a ship without a sail.
A marketing plan not only helps you ride out a storm, it also propels your business forward with new clients and more income - especially as the winds change and more than 65 million baby boomers prepare to retire. Are you going to be the advisor that captures them in your sails?