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Archive for December 2015

Get Back to Basics with Relationship Based Acquisition

Get Back to Basics with Relationship Based Acquisition

According to Cerulli and Associates, 71% of today’s Financial Advisor population is over 45, and 8,600 Financial Advisors are expected to leave the profession every year for the next 13 years.  The next few years will be an amazing opportunity for Financial Advisors to attract retiring FA’s […]

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Avoid the Dangers of Syndicated Social Content

Avoid the Dangers of Syndicated Social Content

Using a syndicated service to post regular content to your social media channels might seem like a good idea.  But, be forewarned: some of these companies can actually do more harm than good. Here are four dangers related to syndicated content—along with some simple solutions. Danger #1: […]

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What’s Being Said: December’s Content Marketing Insights from Around the Web

What’s Being Said: December's Content Marketing Insights from Around the Web

Don’t miss out on the latest in content marketing news. Stay on top of important insights from some of the best experts in the field. Here are our favorites: Key Elements of a Powerful Brand Story Your brand’s story is the element of your marketing that people relate […]

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Financial Services – Comings & Goings

Financial Services - Comings & Goings

Financial Advisors move between firms every day. Which firms are they moving to and from? Based on our own research and an analysis of 5000 recent moves in Discovery Data, here are the numbers of FA’s gained and lost for selected firms:

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Quicken Loans vs. Veterans United: the Power of Emotions in Social Media Marketing

Quicken Loans vs. Veterans United: the Power of Emotions in Social Media Marketing

We’ve talked before about emotions in your marketing and here is a real world example of how it’s totally possible for a little guy to beat a big guy—handily—by connecting with followers emotionally.. The giant vs. the little guy You’ve probably heard of Quicken Loans, the mortgage […]

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