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Financial advisors aren't typically lacking for access to information - in fact, it's the exact opposite. There is so much information available but so little time to review all of it.

Thursday, 17 August 2017 09:47

How to Take Your Data from Dull to Dynamic

We all know data is important but reading rows and rows of data....zzzzzzzz

Take a proactive approach—rather than a reactive one—and pitch your story to the media.

If your company’s media relations strategy consists of sending out press releases and hoping for reporters to call you, you may not have gotten the media attention or coverage you were hoping for.

It's fair to say most, if not all, industries are flush with jargon.  If you have the opportunity to participate in a media interview don’t alienate and confuse your audience.

Don't just send an email to send an email. Doing your research before you send them can save you time and money AND help you keep them interested!

Thursday, 27 April 2017 08:25

FINRA Releases Guidance on Social Media

Great news, the answers we've all been waiting for regarding the application of FINRA rules governing communications with the public via social media and other emerging technologies have been released. 

Two longtime successful financial advisors shared their insights. Barbara Moser of Moser & Heier, $200M AUM and Shawn McLaughlin of McLaughlin Ryder, $650M AUM talked about how they select new funds for their clients' portfolios.

We’ve covered the dynamics that might be at play when you’re not quoted, but it’s just as important to focus on the glass-half-full! Let’s look at how to set the stage so you’re more likely to be quoted once you’ve obtained a coveted interview opportunity.

At a past Morningstar Investment Conference, I spent much of my time going from booth to booth and meeting exhibitors. 

Wednesday, 15 February 2017 06:03

Similar to E. F. Hutton, When D.T. Tweets…

Remember the old commercials - “When E.F. Hutton talks, people listen!” In today’s world, when Donald Trump tweets - people and the markets are listening.

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