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One of the primary goals of your website is likely to make connections with prospects who will eventually become clients. It’s also likely that you put your website together years ago and have made few, if any, changes to it over the years. You keep thinking how you need to update your site, add some new content, take down some old content, and maybe even give the design and navigation a face lift. Sadly, like most advisors, you never seem to get around to it.

Many advisor websites are not designed in an effective manner to bring in new business and are commonly missing key opportunities. Here are some practical ideas you can consider to improve your website and turn it into a more effective lead generational tool.

First of all, you should revisit the importance of having a clean, professional website that properly represents your business. Think about it: When a client makes a referral, the first thing the prospect will do is Google you and your business. These...

A Super-Charged Growth Plan for RIAs

The fastest-growing registered investment advisors have to excel at a number of skills – from providing great client service and investment advice, to skillfully managing their people and businesses.

But to grow and scale an RIA business...

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Understanding Required Minimum Distributions

Most IRA account holders are probably aware that they need to withdraw some amount of money from their account after they reach a particular age. This amount of money is known as a Required Minimum Distribution (RMD). But the specifics of the rules, which do not apply to Roth IRAs, can be...

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How to Build Your Brand

In an earlier blog post, in an effort to help RIAs define their brand, we asked advisors to consider why they do what they do. The answer to that question makes up the innermost circle of Simon Sinek’s...

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TCA Adds Powerful Sales Performance Analytics and Client Acquisition Tools to Liberty

Earlier this week, Trust Company of America unveiled a new suite of features in Liberty, our industry-leading technology platform for RIAs.

...

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