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Mindy Diamond on Independence: How to Use Content Marketing

Four New Members Join Invest in Others Charitable Foundation Board

/PRNewswire/ The Invest in Others Charitable Foundation ("Invest in Others") announces the election of four new members to its Board of Directors,.

How Important Is it to Define Your Ideal Client?

How Important Is It to Define Your Ideal Client? Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them. When an RIA owner asks us to perform an Operational Diagnostic review of their business, they typically have two burning questions: Have we chosen the proper technology tools and organizational structure to support our firm’s growth? Do we have the right employees in the right seats, and are they engaged and committed to our firm’s mission? The first step in our process is always to request a high-level overview of their marketing presentation to a prospective client, which surprises the owner a bit. He or she usually looks a bit confused and says, “We’ve asked you to conduct an operations and technology assessment, not a marketing assessment our marketing presentation has nothing to do with it,” to which we always reply, “Your marketing presentation has

Advisor Innovations: Mindy Diamond on Affiliation Models for Advisors

Mindy Diamond on Independence: Why Advisors Shouldn't Go Independent