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Don’t Leave Out the “Triple Threat” from Your Strategic Plan
- April 21, 2016
- Posted by: nextMarketing
- Category: Blog, ELITE
No CommentsKnowing your team’s leadership style and understanding their behavior will give you insight and therefore solutions on how to develop each team member to be the most effective and motivated. Ed Robinson, from Robinson Performance Group, shares ways to better assess your team for the success of your business.
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How to Effectively Mentor an Aspiring Professional
- March 24, 2016
- Posted by: nextMarketing
- Category: Blog, ELITE, Services
Mentoring is a rewarding experience for both you and your mentee. It is your job to inspire them to do their best everyday not only by motivating them, but also by setting an example. Read on a few things to keep in mind when becoming a mentor.
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Down, Set, Hut! The 2015 Season Sales Process Playbook
- October 15, 2015
- Posted by: nextMarketing
- Category: Blog, Business Development, ELITE
Advisors could use sales process playbooks of their own to refresh on how to keep up with client acquisition and retention solutions. We’ve put together some basic plays below to help you get started creating your own playbook.
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We’re a triple-finalist in the Wealth Management Industry Awards!
- September 11, 2015
- Posted by: nextMarketing
- Category: Blog, ELITE, Practice Management, Services
On September 24, 2015, Rep. Magazine will host the Wealth Management Industry Awards in New York City, and NEXT Financial Group, Inc. (“NEXT”) is a triple-nominated finalist for the categories transition support, practice management and service.
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How Millennials Can Help Redefine Your Practice
- July 10, 2015
- Posted by: nextMarketing
- Category: Blog, Business Development, ELITE
Millennials are using their social mindset and a focus on technology to reinvigorate the workplace. This group of trendy twenty-somethings may not have had as much experience as those generations that they are preceding. Learn how financial advisors can redefine their practices for long-term success based on the qualities and quirks of this young, yet rapidly evolving.
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The Art of Mentorship
- May 21, 2015
- Posted by: nextMarketing
- Category: Blog, Business Development, ELITE
The products of these unsung heroes’ guidance truly embodies the fact that mentorship can be a powerful tool. By acting as a mentor, you can help provide your mentee with the information, experience and confidence needed to succeed. Here are four tips on how you can become an effective mentor.
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The Power of the 80/20 Principle
- March 27, 2015
- Posted by: nextMarketing
- Category: Blog, ELITE
The 80/20 principle, also known as the Pareto Principle, is an incredibly powerful productivity tool for any business. It has gathered some attention recently, so you may have heard about it, but it is still surrounded by mystique. So let us peel back the layers and explore exactly how the principle works and how to put it into practice.
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The Resolution Solution
- February 6, 2015
- Posted by: nextMarketing
- Category: Blog, Business Development, ELITE
You might ask yourself, “What makes for a realistic goal for financial advisors?” In this article you will find a few achievable resolutions to assist in proactively preparing your firm for the future with the time left in 2015.