4 Tasks You Can Delegate to Grow Your Business

4 Tasks You Can Delegate to Grow Your Business

To grow your business, you need to focus on what’s important and this generally means prospecting and meeting with clients. There will be a host of routine tasks that don’t require your continual, personal, input. Hopefully, you work with an assistant.

Identify your non-revenue generating activities – as well as activities that lie outside your core competencies – and delegate them. In this post we’ll look at 4 tasks you can and should be outsourcing – leaving you free to take on key areas of your business.

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Five Reasons Advisors Needn’t Fear Technology

Five Reasons Advisors Needn’t Fear Technology

People are becoming increasingly adept at – and comfortable with – interacting with computers. This is fueling the debate around the merits of automated versus face-to-face financial advice. In reality, there’s no reason why both forms of communication can’t happily co-exist.

Technology can be a powerful aid to advisors when it comes to prospecting, building and maintaining relationships but it cannot replace the job of a full-service advisor. Here’s why.

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6 Tactics for Financial Advisors to Improve Social Media Efforts

6 Tactics for Financial Advisors to Improve Social Media Efforts

Social media marketing has made its way in the Financial Services industry, too. A lot of investors, especially Gen X and Y, are actively using social media platforms to help them make investment decisions. A lot of Financial Advisors and Wealth Managers have reported increase in their assets by meeting prospective clients through social networks. So don’t hold yourself back – get social! Here is a list of 6 tactics to get started and improve your social media marketing efforts:

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Where Does Social Media Fit in Your Financial Advisor Practice

Where Does Social Media Fit In Your Financial Advsor Practice

Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:

The king is dead, long live the king

This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.

Marketing professional services is simply not like that at all.

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