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Practice Management
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Tips for Reaching New Year’s Goals
- February 11, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
No CommentsWhile it can often be difficult to keep track of several resolutions at once, there are ways to help ensure your financial goals are staying top of mind. Read on to find out how you can help usher along your resolutions so they last well into the rest of the year.
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Cellphone and Tablet Apps for 2016 Financial Advisors
- February 2, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
There are plenty of apps available for download that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth. Here are 7 apps to help you become a cellular coordinated advisors for 2016.
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New Year, New Clients. Three Marketing Strategies to Help Expand Your Clientele in 2016.
- January 7, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Acquiring new clients is one of the most effective ways for financial professionals to experience improved levels of success at their practice. NEXT has outlined three marketing strategies that may help you accomplish your business building objectives for the new year.
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Tax Deductions on Charitable Giving
- December 4, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
Now that the holiday season is here, Americans are in the spirit of giving back through charitable causes and philanthropy. Donating time, money and household items to charitable organizations is a productive way to give back to the community while also receiving a break on taxes.
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Long-Term Care Awareness Month
- November 12, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
November marks Long-Term Care Awareness Month. Nearly 70 percent of individuals will need some sort of personal assistance after the age of 65. Now is a perfect time to sit down with your clients and discuss long-term care options for their futures.
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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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Why Relaxing is Key for Efficiency
- September 3, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
Sometimes, relaxation at home is just what you need to recharge and become more productive than ever. Although breaks away from the office are needed throughout the year, there also things you can do during the work week to increase your productivity, and health!
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Niche Inspired Events
- August 27, 2015
- Posted by: nextMarketing
- Category: Blog, Marketing, Practice Management
Make the most of your limited, yet crucial, face time with potential clients during prospecting event by getting to know niche markets beforehand and implementing what you learn into the planning of your event. We’ve put together some event ideas based on the niche needs of a few targeted markets.
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Protecting Your Finances from Cybercrime
- August 20, 2015
- Posted by: nextMarketing
- Category: Blog, Marketing, Practice Management, Social Media
Cybercrime can take many forms ranging from computer hacking to fraud to identity theft and more. Between the years 2001 and 2014, total cybercrime complaints in America increased by more than 2 million, and these numbers continue to rise. Here are some tips that can help you understand more about cybercrime and how to prevent common incidents from happening to you.
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Social Security Tips for Your Clients
- July 30, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
When helping clients plan for Social Security, advisers need to conduct detailed research on each individual’s personal situation. In this article are a few general tips that all financial professionals should consider communicating to their clients.