5 February 2018

Speakers: Is Your Niche Helping Financial Professionals With Practice Management Topics?

2022-08-07T16:15:31-04:00February 5th, 2018|Speaking|0 Comments

Calling financial industry speakers whose niche is financial professionals. The Financial Industry Speakers Group on LinkedIn is looking for you. https://www.linkedin.com/groups/6955664 Financial Industry Speakers (FIS) is a clearinghouse for speakers, whose niche is financial advisors, planners and wealth managers. Insurance agents. CPAs, Accountants. The mission of the Financial Industry Speakers group on LinkedIn is to provide a matchmaking forum for financial industry professional speakers who specifically speak on practice management and business development issues -- and the firms, associations, organizations who are looking to hire us as speakers. Your speaking topics would be topics such as team building, client acquisition, marketing, social networking, operations management, process improvement, marketing, strategic planning, niching, referral marketing, LinkedIn, technology issues,

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15 January 2018

India Financial Advisor Conference Invited U.S. Business Coach to Speak

2022-08-07T16:15:31-04:00January 15th, 2018|Press Releases|0 Comments

A Poulsbo-based business coach brings strategies for change management, niching, and target marketing to financial advisors halfway around the world. Poulsbo, WA—January 16, 2018—Poulsbo resident and internationally-recognized financial advisor coach, Maria Marsala, will deliver the keynote address at the 5th Annual Cafemutual Independent Financial Advisor (CIFA) 2018 conference to be held February 23 in Mumbai, India. Anita Sutrave, Chief Business Officer at Cafemutual, says her team is sparing no effort to make this the premiere industry event. “With every passing year, more delegates attend our event owing to its unique yearly theme. This year, we expect over 600 IFAs across the country to attend,” Sutrave enthuses. “Let’s Talk Business” is the theme for 2018. “The most

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24 October 2017

What Advisors Need To Understand About Spam

2022-08-07T16:15:33-04:00October 24th, 2017|Writing Articles|0 Comments

I find that financial advisors, more than any business owner, are guilty of NOT understanding the difference between SPAM and an email they don’t like. It could be because advisors, as a whole, are newer to aspects of the internet and many don’t have newsletters due to compliance reasons, lack of funds to pay a compliance person to check their email newsletters, or because they don’t enjoy writing. The good thing is that many custodians, IBDs, advisor networks, and marketers offer their members compliance approved articles that can be placed in newsletters that are mailed or emailed. And if you haven’t been around the internet since it started, then you haven’t watched the progression of emails

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16 October 2017

Advisors: Why Are Your Clients Really Hiring You?

2022-08-07T16:15:34-04:00October 16th, 2017|Networking|0 Comments

You may think your clients are hiring you because of your investment expertise, credentials, the types of planning you offer, or the products you provide. And while those items are important to your business, and will benefit your clients, they're not why they hire you. If you believe those are the reasons someone hires you, as most of us business owners do at some point, your business is probably running your life, or you're very busy running around in circles. You're not being as productive or as profitable as you know you could be. So why does a stranger talk to you and then become a client? People hire you because they are experiencing financial pain

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4 October 2017

Three ways to make your LinkedIn profile stand out a bit more.

2022-08-07T16:15:34-04:00October 4th, 2017|Social Media|0 Comments

Want to make your LinkedIn profile stand out a bit more? Use 1. bold, 2. symbols, 3. fancy fonts, and more. One thing to note: Behind each of these symbols is html (website) code. So don't use symbols on the most important words people would search on to find you, unless you have those words written in "normal" text on many areas of your profile, too. What happens if you don't know how to code a website? No problem, just: 1) put the words you want to use in the search feature 2) click show 3) it will show you your options 4) copy and paste the option you like best into your profile. For words:

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