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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...

Navigating the Rapids of Mobile Technology

By Dave Curry

Before our daughter came, my wife and I did quite a bit of whitewater rafting on the Arkansas River in Colorado. Some stretches of the...

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12 Out-of-the-Box Ideas for Financial Seminar Marketing

Originally posted by Financial Social Media.

By: Amy McIlwain

While you may not be an event planner by profession, there will...

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The Top Reasons to Create a Video for Your RIA

Thinking of integrating video into your website? Or maybe you’re curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you more terrified than a baby watching mom blow her nose.

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How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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