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Archive for the Events & promotions Category
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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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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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Charities give back
The holidays are a great time to show your clients that you appreciate them. If this is done well it strengthens client relationships, helping with both retention and referrals. It is also a great time to support charities, and in doing so you can wo
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Getting referrals without asking
It is no secret that many successful businesses get new clients from their existing clients. For many, it is their main source of growth. Still, some fail in their approach with their clients by looking needy or being too pushy. Mike Byrnes detail
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