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Archive for the Client referral programs Category
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Plan a Client Appreciation Event
Hosting a client appreciation event is a good way to thank your clients for their business and generate goodwill that can increase referrals. Read Kevin Feehily's article on RIACentral.com, also mentioned on WSJ.com, to learn why client appreciati
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13 Keys to Success in 2013
In the hopes to help financial advisors improve success in the new year, Mike Byrnes shared a baker's dozen of practice management tips. Read his CFA Institute Private Wealth Management article and make 2013 a great year by following these tips:
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12 Business-Improving Articles From 2012
Mike Byrnes wrote many helpful articles for Financial Advisor in 2012. Read this summary of 12 contributions that can improve your business. Topics cover: Using social media Supporting charities Preparing heirs Serving couples Impro
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The Impact Of Social Media
Mike Byrnes spoke at Charles Schwab's IMPACT conference on November 14, 2012 in Chicago, Illinois in front of 300 registered investment advisors on the topic of "Unleash the Power of Social Media to Build Your Practice via LinkedIn." Watch two ver
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The Time To Prepare Heirs Is Now
Mike Byrnes recently spoke at a two-day conference in Malibu, California called The Great Wealth Transfer, organized by the Institute of Preparing Heirs. The goal of his presentation was to help advisors know how to educate their older clients t
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