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How to Build a Successful Webinar
- August 13, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Technology
No CommentsIts 2019 and the way people interact with your business online continues to evolve. It has never been easier to give information to your client base …
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Financial Advisors and Social Media: What your strategy is missing
- April 26, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management, Social Media
More advisors are using social media to improve their business than ever before, according to a new survey by Putnam Investments …
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Finding a Niche and Building Your Brand as a Financial Advisor
- March 22, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management
If you think back to your time in grade school, you may remember learning in biology class that there’s a specific niche for every organism in an ecosystem …
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LinkedIn for Financial Professionals: Tapping Your Network for Leads
- October 11, 2018
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Social Media
To continue with our social media theme, today we’re going to discuss how you can use LinkedIn to make your social media strategy even stronger …
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Using Facebook as a Financial Professional: Creating and Engaging
- October 9, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
If you have a company Facebook page with information about your business, congratulations! You’re well on your way to becoming a Facebook aficionado …
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Getting Started with Facebook as a Financial Professional
- October 4, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
Today, we’re going to talk about Facebook and how you can start using it to improve your career as a financial professional. I’m sure most of you—if not all—are familiar with Facebook and its wondrous ability to connect friends, family, acquaintances, and, well, complete strangers, but you may not be as familiar with the value Facebook can offer your business …
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What Does Your Logo Say About Your Company?
- August 5, 2016
- Posted by: nextMarketing
- Category: Blog, Marketing
Logos are often the first thing that clients use to gather an impression about your business. Make sure you’re taking the right steps towards an effective logo.
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How to Plan and Build a Marketing Campaign
- July 12, 2016
- Posted by: nextMarketing
- Category: Blog, Marketing
Marketing is the heart of your business and a key aspect when it comes to keeping clients and attracting potential ones. Without marketing, current customers as well as prospects may not be aware of all the services that you offer, which could decrease the opportunity to expand your client base.
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Generating Content for Social Media
- June 29, 2016
- Posted by: nextMarketing
- Category: Blog, Marketing
From emailing coworkers to sharing a post online, technology has become an integral part of our day-to-day lives. It has taken over the way we communicate with others which is why you, as an advisor, should make sure that you are reaching out to your clients in a way that is most convenient to them.
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5 Client Appreciation Events For Springtime
- March 11, 2016
- Posted by: nextMarketing
- Category: Blog, Marketing
Client events are a great chance to spend quality time with clients and learn more about them on a deeper level. Consider hosting one of the mentioned events that are perfect for the springtime and will leave a lasting impression of you and your practice.