Eric Clarke

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  Grow Your Business With Social Media

  By Eric Clarke  |  November 28, 2011

  In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.

• Boomers are fully caught up in the Web

  By Eric Clarke  |  March 1, 2008

  A significant behavioral shift has occurred among Internet users between 40 and 60 years old. More than 75 percent of Americans in this generation go...

• Keeping pace with office technology

  By Eric Clarke  |  November 1, 2007

  The technology industry is remarkably adept at continually churning out new hardware and software, leaving you faced with important questions. Does your firm need the...

• Aggregation technology paints panoramic financial picture

  By Eric Clarke  |  July 1, 2007

  How often do today's clients park all of their assets at one investment firm? Not often. Alternative investments, abandoned 401(k)'s and online trading accounts are...

• Walk -- don't run -- to the latest technology offering

  By Eric Clarke  |  May 1, 2007

  "How will buying a copy of this computer program help me spend more time with my clients?" While countless reviews of new technology are published every...

• Beyond birthdays: know your CRM priorities

  By Eric Clarke  |  February 1, 2007

  Provide your clients with more meaningful communication -- Affluent boomers seek out friendly, honest relationships with their financial professionals and consequently share a large amount...