Begin at the Beginning

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When I am not traveling for work, mornings find me walking my dog, Aboo. We hike up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed.

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Social Media and High Net Worth Investors

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It’s evident that financial and retirement plan advisors are wary of the social media platform. Some of the leading reasons include the compliance issues involved, the time it takes to manage social media, and simply getting started. Yet, the way that we communicate, both personally and professionally, has been changed forever with the advent of […]

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Guidance on Engaging with Social Media’s ‘Big Five’

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Measuring social media results can be an art. But many smart business people know that measuring is what matters. Like marketing, it can be difficult to pinpoint the exact moment a prospect decided to become a client, and ensure that you’re able to recreate that moment again and again. There are a variety of analytical […]

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Using Google Alerts

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Would having the ability to receive an email the moment one of your clients receives an accolade or award be helpful to you in solidifying relationships? What about some type of an automated way to scour the web everyday to research a specific topic such as MEPs or retirement income (and use this content for […]

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