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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...

SEO (Search Engine Optimization) Basics for Advisors

Knowing a little bit about SEO can help you make the most of your website’s search potential. Search engine optimization (SEO) is a method used to increase the visibility of your website or a web page in a search engine’s “organic” or “un-paid” search results. The better optimized your site, the...

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How Trust’s New Video Studio Presents Opportunity for RIAs

Trust Company of America recently opened its video studio to clients.  Video is a great marketing strategy for advisors, helping them to differentiate themselves and communicate their approach to clients (See: The Top Reasons...

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What Financial Professionals Can Learn From Social Media and Politics

Originally posted by Financial Social Media

By: Amy McIlwain

For the 2012 presidential debates, I’ve found myself...

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The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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