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 […]

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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 […]

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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 […]

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Advisors: Save money and time by clearly defining your niche

Design your entire practice around your niche; specifically around how you define your ideal clients — before you spend time and money on marketing materials, websites, or even attend a networking event.   Once you’ve chosen a niche and then zeroed in the specifics of an ideal client, everything else about your practice will support “who” your ideal clients are. […]

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Less is more when it comes to running a more successful practice

Below are a few recent articles on niching that I thought you’d appreciate. When an Adviser Finds His Niche As a new advisor, Mr. Milittello learned a valuable lesson about niching from his clients. Now he runs two firms. http://online.wsj.com/articles/when-a-financial-adviser-finds-his-niche-1416580176 Widows, Divorcees A Potential Service Niche For Advisors Many women don’t have the documentation they need to manage their households […]

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