Whether prospects find you through an organic search or are referred to your firm, the first part of their due diligence will be to check out your website.
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Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
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Think of your website as the street facing window of a retail store. You wouldn’t put your entire inventory in the window.
I can still remember this event like it was yesterday. It was my first day of law school. I was attending my first class. The professor went to the blackboard and wrote these words: Assume nothing.
I wish there was a holy grail that would generate leads for you. Sometimes I think the most valuable service we provide our clients is keeping them from spending money chasing this illusion.
Mandatory arbitration requires employees, customers and clients to waive their right to a trial in court, before a jury of their peers. Instead, they must submit their disputes to mandatory arbitration, administered by a tribunal, like the American Arbitration Association or JAMS.
Here’s a thoughtful definition of self-awareness: Self-awareness is an honest understanding of your own values, desires, thought patterns, and more.