Archive for the Client referral programs Category

  • 'Tis The Season To Tag Your Clients ‘Tis The Season To Tag Your Clients

    Learn why, in a client referral driven industry, appreciation events are so important to increase satisfaction and build advocates. Read Mike Byrnes' article published by Financial Advisor to get an understanding of why holiday parties are so impo

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  • Keys to success Keys to success

    To help advisors be more successful, Mike Byrnes gave a keynote presentation at the Investment Management Consultants Association 2011 Winter Specialty Conference – Business Development and Investment Strategy. Mike’s "12 Keys to Success in

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  • Valuable nuggets of practice management and marketing advice Valuable nuggets of practice management and marketing advice

    Mike Byrnes, President of Byrnes Consulting, LLC, attended the National Association of Personal Financial Advisors’ 2011 Practice Management and Investments Conference, in Brooklyn, NY and wrote an article published in RIABiz on what the attendees

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  • Keynote presentation:  12 Keys to Success in 2012 Keynote presentation: 12 Keys to Success in 2012

    Before you know it, 2012 will be here. To help advisors be more successful next year, Mike Byrnes has been asked to be a keynote presenter at the Investment Management Consultants Association 2011 Winter Specialty Conference - Business Development

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  • Leveraging Philanthropy Leveraging Philanthropy

    Charitable giving should be done for the right reasons, but financial advisers can also use philanthropy to benefit their practices. Watch a Wall Street Journal 2-minute video of Mike Byrnes, president of Byrnes Consulting, LLC interviewed by Jenn

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