Advisorpedia

The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia

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One of the most important lessons I have learned about investor behavior recently came from…training my dog. https://t.co/6RqYLFB3te

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The melt-up finally took a breather. After nine straight winning weeks, the S&P 500 closed lower, finishing Friday at 7,384, down about 2.6% on the week and roughly 3% below Tuesday’s record high of 7,609.78. https://t.co/fx8HRjofYT

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When on a call or at a networking function, how often have you heard, "I already have an advisor."? It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect. https://t.co/ZbA5ErRimQ

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11 Most Read Articles of the Week https://t.co/jeMx7PyCte

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When it comes to building your business’s online presence, there’s no shortage of advice out there, but let’s cut through the noise for a moment. https://t.co/DLPBs8HiHn

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Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning. https://t.co/iFuhpyztsF

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Companies should prepare for customer service failures by training frontline employees, monitoring recurring complaints, and creating consistent recovery processes that turn problems into trust-building experiences. https://t.co/xbZcZi7ShL

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The role of artificial intelligence (AI) in the middle and back office is rapidly evolving from experimental innovation to embedded infrastructure. https://t.co/VoNOj9u2Dn

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Years ago, I had a moment that completely changed how I thought about my practice. I was sitting at a coaching event next to an advisor who told me he was on track to do $3 million in production that year, and ... https://t.co/xp0lX7zfmD

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Imagine Monday morning waking up and going to your office to find out that your top team member is leaving. In 2021 almost 65% of firms hired for a new position and 42% increased their staff headcount. https://t.co/o67iCU4Ws1

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Do they know what working with you looks like? Do they understand the breadth of problems you help solve? Do they know what the first step is? https://t.co/y59JNmTmAA

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Most of what you do in marketing will not produce the results you desire. That's the harsh reality behind the mathematical structure of marketing. https://t.co/mgVhVw0By4

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How can companies gamify customer service and customer experience without creating winners and losers? https://t.co/UTcWkVec2r

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We spend so much time in business talking about innovation, automation, efficiency, scalability, optimization, and digital transformation. https://t.co/tR4A3KMBdH

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11 Most Read Articles of the Week https://t.co/byYTnoGEbk

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At some point in your career, a client referred someone to you, and that person never called. You probably assumed they weren't ready, or the timing was off, or the fit wasn't right. Maybe. https://t.co/QLHEXR7fgk

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For years, the search ecosystem has been stable. Search engine marketing has followed a predictable format: invest in SEO, produce content, track traffic, generate leads. https://t.co/XnYcIaxqla

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Most financial advisors aren’t doing too little marketing. If anything, they’re doing too much. A LinkedIn post here, a newsletter there, a request for Google reviews that sat in the drafts for six months before it got sent. https://t.co/LrlLArYqH2

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Tweak two blogging best practices will help you build trust with prospects faster - and help you show up in AI citations. https://t.co/hGyyFam6OM

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Humans evaluate emotion, clarity, trust, visual hierarchy, differentiation, proof, perceived value, and buying confidence. https://t.co/4lHABcxGO1