How Often Should You Update Your Website?

Being an early user of computers (1973) and having coded my first website in 1998, I’m regularly asked how often a website “should” be updated.

You want your site to look as professional as you and your firm are.

You want your site to look as professional as you and your firm are.

To keep up with current trends or near-current trends, it’s important to write “update website” on your marketing plan every year.  That doesn’t mean you spend $5K to update it! 

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A Proven, Turn-key Process For Serving The 401k Market

Running a successful, compliant 401 practice requires documentation, and a repeatable process.  You’ll also want a service model that helps plan sponsors demonstrate compliance with regulations, while making managing your 401k business simple.

 

The 401k Service Solution is a tested and proven set of turn-key sales, marketing, and compliance documents.  Together, they provide a comprehensive process so you can focus on growing your business instead of building out a service model.

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Advisors: Fast Track Your Success in 2015

Business Accelerator Inner CircleWould you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice?

This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support.

Sharpen your practice management skills and get ahead of the competition with this virtual workshop.
With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come.

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Financial Advisor Template: Business Vision Statement

Vision Statement Template (3 sentence version)

 

By (1) ______________ grow

 

(2)____________________________________________

 

into a (3) ___________________________________

 

(4) working with clients living in _____________________________________.

 

Your (5) _________________________________________

firm provides

 

(6) _____________________________________________

to

(7) ____________________________________________.

 

We measure success by having a team of (8) _____________, AUM of (9)_________ and revenues of (10) ________________.

 

(c) 1994 One Page Business Plan, Maria Marsala, One Page Business Plan Consultant.

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LinkedIn Tip: Save your connections!

You’ve worked hard (or not) to gather your current list of LinkedIn connections. How would you feel if you attempted to log in to your account and found that it had been closed?

Don't let your valuable connections disappear from sight!

Don’t let your valuable business connections disappear from your sight!

True story.

One day, back in 2007, I (tried to) log in to my LinkedIn account and received a message that my account had been shut down.

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Technology Solutions for Financial Advisors

With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You’ll have more time to concentrate on building deeper client relationships, both existing and new.

AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze.

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Advisors: Kick Your New Year’s Resolutions To The Curb

Did you know that 97% of New Year’s Resolutions are forgotten by January 31st?

If you’ve found yourself a part of that statistic, as I have, read on for a longer-lasting concept to help you grow each year.

If you’re ready to kick the concept of a “resolution” to the curb and want something simple and different to keep you focused on your goals for the entire year, create a theme.

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Advisors: Set Better Priorities With a Strong Business Vision

There’s still available space! When we announced these comp tickets, we got a great response! So much so that I added one more session!

Don’t wait! Sessions are limited to 24 attendees!
http://www.actnowseminars.com/businessvisionstatement/index2.html

Did you know that 97% of New Year’s Resolutions are forgotten by January 31st?

It’s sad, but true. By the end of January, most people kick their resolutions to the curb and abandon the path that leads to the change they desire.

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Maria Recommends: JotForm for web-based forms

Do you need to create a professional looking “contact us” form on your website, blog, or Facebook account? Ready to create a survey form? What about a form used to register attendees for your next event?  

Or maybe you need a form for some other reason and don’t have a website at all?

Five or six years ago, I went “form digging” for a resource that would create forms “on the fly”.

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