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By James J. Green, AdvisorOne |
December 14, 2011
A new Fidelity tool allows advisors to compare themselves in both the financial and marketing areas to their peers.
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By Danielle Andrus, AdvisorOne |
August 20, 2010
A Genworth Financial and Quantuvis Consulting study found advisors are sorely lacking in marketing skills. Fewer than one-third of advisors surveyed said they have a marketing plan. Of those, most aren't fully implementing their plan.
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By Ellen Uzelac |
July 1, 2010
During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
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By Ellen Uzelac |
May 1, 2010
With the advisory role expanding and profit margins shrinking, industry chatter has turned to a touchy topic: the advisor's price tag. As Dennis Gallant, president of...
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By Ellen Uzelac |
August 1, 2009
Nearly a year into the current economic crisis, many in the advisory profession continue to grapple with plunging incomes, unsettled clients and poor credibility. Worse yet,...
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By Ellen Uzelac |
September 1, 2008
When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...
