Marketing & Technology

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  4 Areas of Advisor Focus to Enhance the Client Experience

  By John Sullivan, AdvisorOne  |  June 19, 2013

  “I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.”

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  Site Aims to Make Social Media Free and Painless for Advisors

  By Gil Weinreich, AdvisorOne  |  June 19, 2013

  Advisors in the business just 15 years ago will remember when the whole world suddenly was using email—except for advisors. Now Jennifer Openshaw wants to help the industry overcome its current diffidence about using social media.

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  Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech

  By Joyce Hanson, AdvisorOne  |  June 18, 2013

  The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.

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  FINRA Targeting Firms’ Social Media Use

  By Melanie Waddell, AdvisorOne  |  June 18, 2013

  FINRA is conducting spot checks of firms’ social media communications on Facebook, Twitter, LinkedIn and blogs.

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  Best Firms for Self-Directed Investors: J.D. Power—2013

  By Janet Levaux, AdvisorOne  |  June 17, 2013

  The survey finds that, with some exceptions, investment firms are not communicating well when it comes to fees, online tools and products.

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  80 Years of Fiduciary in 15 Minutes: TDAI Fiduciary Summit

  By John Sullivan, AdvisorOne  |  June 13, 2013

  A tall order given to Rutgers University law professor Arthur Laby.

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  4 Things Financial Advisors Shouldn’t Be Doing on LinkedIn

  By Amy McIlwain, President of Financial Social Media  |  June 13, 2013

  In this blog I am going to go over four common LinkedIn mistakes that can seriously injure your chances of landing the leads you want.

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  5 Tips for a Successful Referral Request

  By Paul McCord  |  June 13, 2013

  Referral generation fails primarily due to strategy. The “do a good job for your client and ask for referrals” approach is woefully inadequate.

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  The Perks and Perils of Growing Your Firm

  By John Sullivan, AdvisorOne  |  June 12, 2013

  The things that make a firm grow could also destroy it, FA Insight says.

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  SEC, FINRA Warn of Email ‘Pump-and-Dump’ Stock Schemes

  By Melanie Waddell, AdvisorOne  |  June 12, 2013

  Latest McAfee Threats Report confirms “a steep rise” in spam email linked to “pump-and-dump” stock schemes designed to trick unsuspecting investors.