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Archive for the Client referral programs Category
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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
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
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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Referral and transition strategies
On Thursday, October 27, advisors came to Washington D.C. to attend TD Ameritrade Institutional’s 2011 Fall Regional Conference. The event featured an Interview of George Will, Syndicated Columnist, by Charlie Rose, Host of the Charlie Rose Show
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In every crisis there is opportunity
With the market downturn and downgrading of the United States, Mike Byrnes, President of Byrnes Consulting, wrote an article to help advisors remember lessons from 2008. Read the RIABiz article called “RIAs need to step it up in this market turm
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