Archive for the Events & promotions Category

  • Leverage Philanthropy in Your Business Leverage Philanthropy in Your Business

    Headed to the Financial Planning Association Business Solutions 2012 National Conference? If so, attend Mike Byrnes’ presentation entitled, “Leverage Philanthropy in Your Business," on March 5, 2012. By doing so, you will learn about: H

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  • 'Tis The Season To Tag Your Clients ‘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 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 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 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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