September/October 2008
Leverage the Power of Social Media
By Claudio O. Pannunzio
Social media are not just another passing trend, but powerful
business tools that are steadily changing the way we
communicate.
By Joni Youngwirth
You must put certain building blocks in place before you can expect a high-performance team to emerge.
Getting the Most Out of Your Technology
Purchases
By Christina Nelson
Financial planners rely on technology to increase their
efficiency, yet many do not thoroughly evaluate technology needs
before making major purchases.
Defining the Ideal Operations Manager
By Kirk Hulett
The responsibilities of an ideal operations manager include
people, processes and projects.
Generational Planning: 5 Tips for Success
By Amy Buttell Crane
Taking on the children or grandchildren of clients can be as
tempting as picking fruit from a low-hanging tree. But it's usually
not that easy.
You Can Stand Out in a Crowded Market
By Beverly D. Flaxington
With clear differentiation, as well as a great business
development strategy, financial planners can achieve their revenue
goals.
Mastering an Effective Networking System
By Daniel C. Finley
When the networking process is done properly, you uncover a
prospect's needs and build the foundation for a healthy
adviser/client connection.
Don't Overlook Employee Benefits
By Jim Patrician
Financial planners often don't realize that their relationship
with clients is conducive to asking about employee benefits.
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