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Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them

Nerd's Eye View

As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process. Digital assets encompass a wide range of online accounts and property, from financial holdings to sentimental items like photographs and digital media libraries. Read More.

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Marketing Strategy Guide for Financial Advisors

Wealth Management

This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients. It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences.

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How Financial Advisors Can Record Marketing Videos On A Shoestring Budget

Twenty Over Ten

Video marketing has become the most effective and popular digital media strategy. In fact, according to our Twenty Over Ten’s recent digital marketing study of 200+ advisors, advisors getting 11+ more clients per year from digital marketing were most likely…

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Hinduja Global Solutions Vs Firstsource Solutions – Stock Analysis

Trade Brains

The company offers a broad range of services to its clients such as digital marketing, social media engagement, automation, analytics, cloud management, back-office processing, contact centres, and HRO solutions. In addition to all this, HGSL also delivers digital services through its media and communications vertical.

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Queen’s Catalog: $1 Billion Dollars…

The Big Picture

At Canadian Music Week Don Passman said he advises his clients not to sell. So the value of old superstars goes up! If everybody knows your name, in an era where that’s nearly impossible to accomplish, think of the value! Most people regret it.

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Stop committing these financial advisor wardrobe mistakes!

Sara Grillo

Women, do not display your cleavage line – in person, or in any print or digital media. Your employees should be held to these conduct guidelines on social media as well. It’s not about your artwork, it’s about the client’s needs. Take these actions TODAY: No low cut tops. No short skirts.

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Get to know Petra Jurova

Tobias Financial

She is fluent in Slovak, Czech, as well as English and was one of the only non-native English speakers in her master’s program at Nova Southeastern University in composition, rhetoric, and digital media. From the age of seven, Petra’s life was consumed with one thing, becoming a championship tennis player.