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For Clients Expecting 5-Star Service, Exceptional Communications Is Not Enough—Proactive Communication Is the New Standard

Don Connelly & Associates

Top financial advisors understand that superior client communications are paramount to building a successful practice. That is supported by a widely published survey by Financial Advisor Magazine, revealing that 72% of clients cite poor client communications as the number one reason they leave their financial advisor.

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5 Must-Follow Copywriting Rules to Elevate Your Communications

FMG

According to Financial Advisor Magazine, poor communication is the number one reason clients leave their financial advisor. And during times of volatility, timely and effective communication is doubly important. Going too quickly can often result in poor quality, which can be almost just as bad as never communicating. .

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The Lobbying ‘Tell’

Inside Information

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The compliance people have to pre-approve their communications. A national advisory firm presumably wouldn’t have those restrictions.

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Doing Less and Getting More from Content Marketing

MazumaBusinessAccounting

Maybe you want to know the total number of social media accounts each competing company uses and the number of followers on each account. Are they spending any money creating printed content, such as flyers or magazines? Is your business communicating professionally? Lightheartedly?

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Doing Less and Getting More from Content Marketing

MazumaBusinessAccounting

Maybe you want to know the total number of social media accounts each competing company uses and the number of followers on each account. Are they spending any money creating printed content, such as flyers or magazines? Is your business communicating professionally? Lightheartedly?

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How Much Does The Average Wedding Cost?

Clever Girl Finance

We've looked at the percentage of your budget you'll likely spend on certain things, but what are the real numbers? Of course, be mindful of costs, because it's easy to spend so much on supplies that you don't actually save money, so run the numbers first. Remember, communication is key. Catering: $75 per person. Venue: $10,500.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. a Registered Investment Advisor.