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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.

Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?

As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?

Wednesday, 01 February 2017 06:47

15 Reasons You Weren’t Quoted

In a perfect world, every interview results in a quote or some form of spokesperson/firm/product mention. We know the world is imperfect and oftentimes forces beyond our control guide outcomes.

Giving great presentations can be tough - especially when you're focusing on the elements that impact your audience the least.

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