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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Adviser links: managing behavior

Abnormal Returns

investmentnews.com) Jamie Hopkins & Ana Trujillo Limón talk with Jon Dauphine who is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. kitces.com) How to communicate with a client leaving your practice.

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How to interact with clients during the holidays

Million Dollar Round Table (MDRT)

By Bryce Sanders Connecting with clients is less about asking them to buy something and more about them wanting to buy something. Buy clients a calendar. Buy a Christmas tree ornament or small tree if your clients celebrate Christmas. If your client likes classic cars, get them a classic car ornament. Send holiday cards.

Clients 98
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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

Beyond Investing: Strategic Advice for Nonprofits. Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs. client: SMALL PRIVATE REGIONAL COLLEGE. client: SMALL PRIVATE REGIONAL COLLEGE.

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5 unconventional ways to ask for referrals

Million Dollar Round Table (MDRT)

By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” Put on the spot, though, sometimes our clients’ minds go blank. Yet, happy clients can be your best advocates. Your client asked about a specific product.

Nonprofit 119
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Get prospects to like you first: Meet people through volunteering

Million Dollar Round Table (MDRT)

By Bryce Sanders Everyone wants high-net-worth clients. Another way is to meet them socially, which you can do by becoming active in a local nonprofit where they are already involved. The challenge becomes letting them know who you are and how you can help them. One way to get on their radar is to be the lowest-cost provider.

Nonprofit 105