Staff Writer

Staff Writer

Credit Counseling Can Boost the Advisor-Client Relationship

Credit Scores

As all advisors know, their success is linked to the financial success of their clients. Better finances can lead to higher account balances. That’s why providing credit counseling can be a powerful way for advisors to grow their business.

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Grow Assets by Mining Clients’ Tax Returns

Tax

Face it. Tax season is a headache. Taxpayers must gather up relevant documents and decipher confusing instructions to complete their returns or turn to the assistance of accountants.

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Is Social Media Worth the Effort for Advisors?

Facebook for Financial Advisors

Social media has become a powerful tool for capturing new clients and raising assets, and many broker-dealers are encouraging their advisors to use the online communities. But is it right for you?

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