by Rasheed Hammouda | Mar 14, 2016 | Blogging for Advisors
Nowadays, it seems like everyone is blogging–from doctors, to lawyers, to designers, to chefs and even financial advisors! A blog gives you the opportunity to showcase your financial expertise, drive web traffic to your website, and attract new potential...
by Rasheed Hammouda | Mar 14, 2016 | Marketing for Advisors
Nowadays, it seems like everyone is blogging–from doctors, to lawyers, to designers, to chefs and even financial advisors! A blog gives you the opportunity to showcase your financial expertise, drive web traffic to your website, and attract new potential...
by Rasheed Hammouda | Mar 14, 2016 | Technology for Advisors
1. Marketing: PreciseFP Financial Personalities PreciseFP’s Financial Personalities is changing the way prospects interact with your website. This software allows you to install a link to a financial personality quiz on your website. Your website visitors can take the...
by Rasheed Hammouda | Mar 7, 2016 | Starting an RIA
Current research estimates that independent RIAs and dually registered firms manage 23% of assets, an impressive market share for independently based firms. In fact, this number is expected to rise to almost 28% by 2018. To put it simply: there hasn’t been a better...
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