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The Advisors Center Guide · 1M ago

Tag Cloud

A tag cloud. You may have seen them? They are these floating words next to a web page or blog. How would you describe a tag cloud to a non tech savvy client or relationship? What is their purpose and how would you use them? Your comments are encouraged. Filed under: Technology Tagged: Technology
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The Advisors Center Guide · 1M ago

WordPress

I am sure much has been written about WordPress. We have rebuilt our advisory site around it The Investors Center. If you are considering a self maintained site, check it out! Eliot Filed under: Technology Tagged: Website Marketing
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The Advisors Center Guide · 4M ago

Yea for the product guys (and gals)!

It seems like yesterday.  We were opening our firm and needed help and they came and brought help and lots of it! Which they? The product folks.  The relationship managers, wholesalers, Regional VP’s, sales management and sales people. We are now planning our 13th annual vendor dinner.  Take a look
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The Advisors Center Guide · 9M ago

Rapid Response! Phone calls or email?

Both actually. Email to all involved. Phone calls to top 10 today, next 10 tommorrow or have staff call them today. Just check in! Filed under: Keeping Clients Tagged: Client Care, Retention
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The Advisors Center Guide · 10M ago

Citizen vs Investor Hat

With all the noise and rhetoric coming at your clients from the media and Washington, how do you keep them focused? Consider using this. “Mr. And Mrs. Client, as we are having our discussion today, you will find yourself wearing two hats. Your citizen hat and your investor hat. My job is to discuss
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The Advisors Center Guide · 1Y ago

Tax Season Survival Kits – Update 2011

For our accounting friends, “It’s the most wonderful time of the year” (hum it?). Long hours, not much sleep, poor diet, not well rested – so what can you do to help? How can you impress these weary tax warriors? It is time to send – The Tax Season Survival Pack! This is a [...]
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The Advisors Center Guide · 1Y ago

2010 Blog Activity

The stats helper monkeys at WordPress.com mulled over how this blog did in 2010, and here’s a high level summary of its overall blog health: The Blog-Health-o-Meter™ reads This blog is doing awesome!. Crunchy numbers A Boeing 747-400 passenger jet can hold 416 passengers. This blog was viewed about
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The Advisors Center Guide · 1Y ago

Who or What Answers Your Phone?

Does a person or a machine answer your phone during business hours? Do you think your clients care? I put our best phone person on to the task of answering the phone and the results have really paid off. This staff member loves to talk on the phone. Sometimes I think she thrives on it! [...]
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The Advisors Center Guide · 1Y ago

Software – Should you upgrade?

Upgrading software can be both painful and expensive:  the learning curve of new features can slow you down and the monetary outlay can make you scratch your head! There are the costs: of purchase, the consultant, the training, the training materials, the resulting upgrades of software that work WIT
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The Advisors Center Guide · 1Y ago

Travel Books – A Thoughtful Treat

You have just received a call from a client.  They are going on a trip! Likely they have contacted you regarding a financial, legal or insurance matter for this trip. Usually the conversation starts with, “Hi, I am going on a trip and I need…” My first response is always – “Great!  Where are you goi
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