Archive for the Client research Category

  • 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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  • Referral and transition strategies 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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  • Pershing's winning advice Pershing’s winning advice

    There was lots of game-changing advice shared at INSITE 2011, Pershing’s Financial Solutions Conference in Hollywood, Florida.  George W. Bush, 43rd President of the United States, The Rt. Hon. Gordon Brown, MP, Former Prime Minister of Great Brit

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  • Social media interview:  What’s happening now Social media interview: What’s happening now

    Mike Byrnes, President of Byrnes Consulting, was a guest on the Horsesmouth AdvisorRADIO program on March 30, 2011. Listen to the 20-minute interview to hear answers to these questions: Why is social media important? How do you get over t

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  • 3 simple strategies for social media 3 simple strategies for social media

    Watch an innovative presentation by Mike Byrnes, President of Byrnes Consulting, for three strategies for using social media, posted on the home page of Financial Advisor's website. Learn easy-to-implement marketing tactics for Twitter, Facebook

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