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Archive for the Client referral programs Category
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The Importance of Having an Ideal Client Profile
One thing that commonly differentiates firms that are successful from those that are not, is a focus on getting the right types of clients. Firms with a defined target market that make sense, most often grow their business faster and easier. Read
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Leverage Philanthropy in Your Business
Headed to the Financial Planning Association Business Solutions 2012 National Conference? If so, attend Mike Byrnes’ presentation entitled, “Leverage Philanthropy in Your Business," on March 5, 2012. By doing so, you will learn about: H
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Social Media Talk Of TD Ameritrade Conference
Along with Richard B. Cheney, the 46th Vice President of the United States, Robert M. Gates, 22nd U.S. Secretary of Defense, and Dr. Jeremy J. Siegel, Professor of Finance at Wharton School of the University of Pennsylvania, Mike Byrnes, President of
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‘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
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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