Marketing & Technology

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  When Prospecting for New Clients, First Assess Their Personalities

  By Mike Patton  |  June 10, 2013

  In my experience, here are three major personalities exhibited by prospective clients. Here's how to spot them and how to handle them, to your satisfaction and theirs.

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  Pershing’s Collaborative Culture and CEO DeCicco’s Priorities

  By James J. Green, AdvisorOne  |  June 10, 2013

  In an interview during Insite 2013, CEO Ron DeCicco and COO Lisa Dolly discuss the custody and clearing firm’s priorities and human capital culture.

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  Pershing Shows Off Next-Gen Mobile App at Insite 2013

  By James J. Green, AdvisorOne  |  June 6, 2013

  Application for iPads and iPhones combines native mobile apps with new interface to access NetX360.

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  For Income Funds, Name May Determine Destiny

  By John Sullivan, AdvisorOne  |  June 5, 2013

  The amount of money flowing into funds with "income" in their name is three times larger than that of other funds.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  Guardian Launches New Participant Website

  By Danielle Andrus, AdvisorOne  |  June 5, 2013

  Guardian Insurance and Annuity Co. launched on Tuesday a new website to help participants in 401(k) plans learn more about planning for retirement.

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  First Allied Hires Former LPL Marketing Exec

  By Janet Levaux, AdvisorOne  |  June 4, 2013

  This is the second ex-LPL Financial manager that the independent broker-dealer has tapped in the past few months.

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  Prospecting for New Clients: Do’s and Don’ts

  By Mike Patton  |  June 3, 2013

  Be sure that the client knows who’s important during the meeting, and make sure you show it.

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  How a Lesson in Trust Can Boost Client Service

  By Bill Good  |  June 1, 2013

  "People are loyal to people," a marketing instructor for financial advisors learns in a very moving way.

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  Word to the Wise Advisor: Play More Golf

  By Gil Weinreich, AdvisorOne  |  May 31, 2013

  Nine holes on the golf course could go farther to solving your client’s financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.