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Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily lose track of the importance of maintaining a long-term outlook. We all know the damage a hasty response can wreak on an investment plan. The challenge for advisors is to keep anxious clients focused on their long-term goals while guiding them through the turbulent periods.

As an advisor, these challenging times can present unique opportunities. Now more than ever, clients will listen to you and heed your advice for diversification and prudent planning. Such times can provide you with the opportunity to help clients understand that market corrections, while unpleasant, are a natural and inevitable part of the market cycle.

And market downturns like the one we are currently...

3 Ways Blogs Help Advisors Generate New Leads

Looking to grow your business? Quickly find out where your growth opportunities are with the RIA Compass business assessment

Blogs are an excellent tool for generating new leads when they’re executed well. If...

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5 Mistakes You Don’t Know You Are Making on Social Media

Originally published by Financial Social Media

By: Amy McIlwain

Have you ever made a mistake that [at the time] you weren’t aware...

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Tips for Making a Successful Career Transition in the New Year

Making a career change can be daunting for any advisor. To better help you make a transition, Trust Company of America is launching Advisor Pathways, a program designed to provide the tools and consulting needed to make a successful career change. Advisor Pathways is specifically geared to serve...

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13 Powerful Social Media Stats and Trends to Know for 2013

Originally posted by Financial Social Media

By: Amy McIlwain

For the past several years, social media has been a conversation that was spoken of being as a “new” phenomenon. At first, people adapted to the new...

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