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Archive for the Client service Category
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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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Advisors and social media
Registered Rep. reports that more than half of advisors are using social media, yet many are not using it effectively. Watch a 5-minute video of Mike Byrnes, President of Byrnes Consulting, talk about the importance of social media and get tips on
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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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5 types of clients you don’t want
Being selective with what types of business are brought into a firm can pay off in many ways, from employee morale to overall profitability. Read Mike Byrnes’ article published by Financial Advisor to learn about five types of clients advisors m
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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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