Blog Medium Without Sidebar

With a Republican administration believing in small Federal government, I think it is safe to say that the SEC may defer to States to oversee and enforce Reg-BI’s new standards. With thousands of affected people in the financial services industry, this may make logistical sense. It means that RIA and BDs may experience different levels of scrutiny, depending on where they work.

Sumon Bose

29 Sep 2020

Two Kinds of Financial Advisors Online: The QUICK & THE DEAD

How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only good, but they also have a lot of clients) …

Daniel Satchkov

27 Sep 2020

Why You Need a Lifestyle CRM! Part 1

When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM – Customer Relationship Management software

Colin Ward

24 Sep 2020

Attention! Here are the 4 Kinds of Marketing Quiz Questions

Micro commitments are crucial for getting people to complete your quiz, and commitment questions are beginning hooks. An easy commitment question should always be your first question and can be useful in the middle of a quiz if it is on the longer side of the recommended length (7-12 questions).

New Fantastic Features for Larkspur Executive Marketing Toolbelt

Tatiana Kovaleva

22 Sep 2020

New Fantastic CRM for Larkspur Executive Marketing Toolbelt

A sustainable business is built by maintaining healthy and productive customer relationships. Thankfully, technology is making this process automated and organized in a matter of minutes.