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Help clients maintain perspective in turbulent markets

January 17, 2017

Posted in business building, people - Periods of market volatility – especially pullbacks – can trigger emotional responses in investors, causing them to feel upset or worried. Read More »

Female Runner jumping into the new Year 2017 and leaving 2016 behind.

Does your New Year Resolution set you up for success with your clients and business?

January 5, 2017

Posted in blog, business building - s a resolution, may we suggest focusing on character building and business growth as ways of bettering ourselves in the year ahead? Read More »

Illustrator Vector EPS file (any size), High Resolution JPEG preview (5417 x 5417 px) and Transparent PNG (5417 x 5417 px) included. Each element is named, grouped and layered separately. Very easy to edit.

Work your network

December 14, 2016

Posted in business building, marketing - When you can’t be there in person to represent your business, social media can help make the connection. Think about it – with a little time and creativity, you can speak directly to your clients, prospective clients and centers of influence. Read More »

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Giving your clients a gift this holiday season

December 6, 2016

Posted in blog - Everyone likes receiving a gift, especially if it is a gesture of thanks for their patronage in the past year. What is gift giving etiquette? Read More »

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The Family Holiday Huddle

November 17, 2016

Posted in blog, business building, people - Openly discussing important matters during the holiday season can bring your family closer. Read More »

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Introducing Life’s Special Moments Video

November 7, 2016

Posted in blog, business building, marketing, rj news - We reached out to all of our Raymond James associates and asked them to help us by sharing photos of their family and friends that would depict how our advisors assist clients to prepare for Life’s Special Moments. Read More »

Simferopol, Russia - July 9 2014: Google biggest Internet search engine. Google.com domain was registered September 15, 1997.

Original web content wins the Google ranking game

October 26, 2016

Posted in business building, marketing - The Google search ranking process combines an algorithm checking 200-plus factors and humans quality testing tens of thousands of sites, and they have made changes to place more value on content that is original, fresh and high quality. Read More »

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Daily to-dos for managing your LinkedIn account

October 13, 2016

Posted in marketing - Just like any other client communication effort, consistency and perseverance play important roles in your use of LinkedIn. Making the following simple, quick tasks part of your daily routine will help you reach your relationship-building goals. Read More »

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The art of the hire in five steps

October 5, 2016

Posted in business building, people - Is it him, or her? Will she fit? Does he have the skills we need now? Hiring the right person can be challenging. Especially when you consider that everyone else is looking for that right person, too. Here is what you can do to make sure the best possible candidates find you. Read More »

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Revamp your website with better photos

September 29, 2016

Posted in marketing - Does your website reflect you and your practice? Read More »

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