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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...

Understanding IRA Beneficiary Options

The death of a spouse or loved one is a stressful event. In fact, according to the Holmes and Rahe Stress Scale developed by psychiatrists Thomas Holmes and Richard Rahe, the death of a spouse is the most stressful event a...

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2013 Ends on a Record Note

When our advisors succeed, we succeed. That’s what happened in 2013, as assets under custody at Trust Company of America grew to a record $13.2 billion on an increase in new client arrangements and rapid growth of current RIA clients.
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2014 RIA Roadshow: Coming to a City Near You

The RIA Roadshow took its inaugural program to six cities in 2013, with great results. A total of 86% of attendees at the Pittsburgh event said they were extremely or very likely to recommend future Roadshow events to other advisory firms.

The 2014...

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Household reporting functionality in Liberty

Liberty Platform: Now Featuring Household Reporting

Do you work with multiple people in the same family? Do any of your family clients have multiple accounts? Have you ever wished you could view all of the account information for a household in one convenient, easy-to-navigate menu?

If you answered yes to these questions, you might be...

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