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Sponsored Content
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Five Reasons Why Advisors Should Use Infographics |
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Friday, May 17, 2013 17:49
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Tags: marketing Having designed and launched numerous print and Web solutions that have been widely adopted by the financial advice profession since 1996, I can say without reservation that the typical financial advice professional will usually shun new client communication techniques. Private wealth advisors understandly shy away from untried, unproven practices. So why in the world would advisors start using infographics, a popular new communication device? More to the point, why would you send people in their 50s, 60s, and 70s an infographic when they may never have seen one before?
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Why Pay For Rebalancing Software When You Can Get It For Free? Because There No Such Thing As A Free Lunch |
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Wednesday, May 08, 2013 01:17
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Tags: advisor technology | Portfolio Management Software | rebalancing | technology Custodians are giving away lots of great stuff for free! And, isn’t free better than shelling out money? It would be nice to say yes, and I’m sure many of you would like the answer to be yes. However, the old adage remains true: There is no such thing as a free lunch.
I am bringing up this issue because custodians have begun to offer RIAs rebalancing software for free, and they are trying to compete with independent vendors like my company, which makes Total Rebalance Expert.
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Economic And Investment Videos For Financial Advisor Clients; Content Marketing That Leverages Fritz Meyer Economic Research |
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Friday, May 03, 2013 22:28
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To generate leads from high net-worth individuals, investment advisors, financial planners and other RIAs need high-quality economic and investment content. The newly released Fritz Meyer Quarterly Update For Financial Advisor Clients features the content you need branded to your firm.
Post the quarterly videos to your website, social media pages, or lead generation system.
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SEI Survey: Increased Focus On Taxes Creates Opportunity For Advisors |
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Tuesday, April 16, 2013 17:48
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Tags: Advisor businesses | client education | client retention | client satisfaction | client service | Tax Changes | Tax Management | tax planning | Taxes SEI Identifies Tips for Advisors to Add Value through Tax-Managed Strategies Throughout the Year...
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Continuous Client Service - Lock in Loyalty and Build Your Business |
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Tuesday, April 09, 2013 15:35
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Tags: client communications | client education | client feedback | client loyalty | client referrals | client retention | client satisfaction | client service Find out how SEI can help you take your business to the next level with a “continuous” approach to client service. Register today to receive Part 2 in our End-to-End Excellence video series on Monday. April 29th. You will also receive a toolkit of materials you can put into practice right away!
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This content is intended for use by financial professionals only.
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