Client-base Web-based Seminars

Create a Client Experience to Grow Your Financial Advisor Practice Strategies for Developing a Consistent, Memorable Impression Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients  more...

Sarbanes-Oxley Compliance As A Growth Strategy The economic crunch is presenting serious challenges for every size business publicly traded firms, small businesses, and even non-profit organizations. Companies that cannot find a way to grow during these challenging times run the risk of failure. Yet, the secret weapon to drive growth could be in your back pocket Sarbanes-Oxley best practices. Dr. Peg Jackson is your trusted advisor as she  more...

Unconventional Marketing Strategies for Small Business Owners Boost revenue and profit in this stressed economy Small business owners are struggling now more than ever to grow revenue. Cash flow is limited and return on investment (ROI) dictates where this money is spent. You need to question where to invest marketing dollars how to measure performance and what to expect from ROI. Your marketing budget must be invested wisely or you will suffocate your  more...

Email Marketing for Consultants and Entrepreneurs Build a Loyal Following and Keep Business Flowing Most consultants live by the feast or famine rule except those who master database cultivation and relationship building. Your email list is the lifeblood of your business and it takes proper care and feeding to generate revenue. Promote too much, people unsubscribe. Promote too little and you get no business from the campaign. Those who have  more...

Create a Client Experience to Grow Your Financial Advisor Practice Strategies for Developing a Consistent, Memorable Impression Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients  more...