Strategic Practice Management for RIAs
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Strategic Practice Management for RIAs
Success doesn't just happen. It is planned for.
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Strong leaders blend tactics into strategy

Strong leaders blend tactics into strategy | Strategic Practice Management for RIAs | Scoop.it

I saw a quote recently from an investment advisor that said "I don't care about strategic planning.  I do things instead."  To some, "strategy" has became the opposite of "action".  Bad strategic planning (i.e. inadequate buy in from leaders, no follow through with action plan) is a waste of time.  But if done right, it's usually the difference between succcess and failure.  And if you're already successful, it's the difference between success and luck.

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Why External Hires Get Paid More, and Perform Worse, than Internal Staff - Knowledge@Wharton

Why External Hires Get Paid More, and Perform Worse, than Internal Staff - Knowledge@Wharton | Strategic Practice Management for RIAs | Scoop.it
Why External Hires Get Paid More, and Perform Worse, than Internal Staff by Knowledge@Wharton, the online business journal of the Wharton School.
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Tips for Creating Effective Email and Landing Page Content

Tips for Creating Effective Email and Landing Page Content | Strategic Practice Management for RIAs | Scoop.it

Every marketer has different needs, but one seems almost universal: the need to make content perform more effectively.

Email messages and landing pages are popular marketing tactics, but they must be customized and carefully targeted to be effective.

 

TIPS FOR EMAIL MARKETING CONTENT

 

1. Personalize content to suit differing interests:

Email marketing is wonderfully customizable, allowing you to target your various audiences with different messages. It will also help to position you as a friendly company that’s paying attention.

 

2. Build a relationship:

To build trust, provide your recipients with opt-in opportunities, permissions, delivery preferences and privacy. In addition, avoid spam trigger words such as “free,” “discount,” or “click.” 

Give your email a “voice,” so it reads like one end of a great conversation.

 

3. Track and test:

One method is testing two versions of your email message to a small group of subscribers in order to determine the most effective message. This method is called “split testing.”

 

 

TIPS FOR LANDING PAGE CONTENT

 

1. Design content to suit short attention spans:

- Keep the most important content “above the fold”, referring to the content immediately visible on the screen before scrolling down.
- Use bulleted text and crisp, clean language.

 

2. Don’t have additional navigation:

Concentrate on the purpose of the landing page and only provide information and links that will get your prospect to your intended end result.

 

3. Remember your target audience:

Don’t try to make it fit everyone. Half the value of landing pages is that they let you serve self-selected prospects with very specific needs.

 

read full article here http://j.mp/yF8r5L


Via Giuseppe Mauriello
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Pair of top Morgan Keegan advisers fly the coop

Pair of top Morgan Keegan advisers fly the coop | Strategic Practice Management for RIAs | Scoop.it

Even with well-managed M&A activity, talent loss is inevitable.

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Client Name's comment, March 10, 2012 4:54 PM
Client comment, no subscribe, just Captcha. need to give email address though
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Peyton Manning's Lessons In Career Strategy - Fast Company

Peyton Manning's Lessons In Career Strategy - Fast Company | Strategic Practice Management for RIAs | Scoop.it
Fast CompanyPeyton Manning's Lessons In Career StrategyFast CompanyAs removed as your job or company may feel from the NFL, there are four key career-strategy takeaways for all professionals (even the ones who don't wear shoulder pads).
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Investment Advisor Vs Financial Advisor |

Investment Advisor Vs Financial Advisor | | Strategic Practice Management for RIAs | Scoop.it
What is the difference between a fee-only financial advisor and a fee based financial advisor? by you, and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership.
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Majority of Investment Advisors Expect an Increase in Advisors ...

SAN FRANCISCO–(BUSINESS WIRE)– As the investment advisory landscape continues to shift, a new Charles Schwab survey of advisors at major financial firms finds that more than three-fourths (76%) of those surveyed ...
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Choosing the right investment advisor

Choosing the right investment advisor NeK: .pOY http://t.co/hmYYFere...
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TD's new sales head wearing two hats while his replacement is sought

TD's new sales head wearing two hats while his replacement is sought | Strategic Practice Management for RIAs | Scoop.it
Peter Dorsey will continue to mind TD Ameritrade's Western region during transition...
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Strategic Planning: SWOT analysis in 1 minute, Strengths ...

SWOT analysis, excellent summary. SWOT is a strategic organizing approach used to evaluate the Strengths, Weaknesses, Opportunities, and Threats involved in a project or in a enterprise venture. It involves specifying the ...
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Strategic Planning | Operations Planning | Business Strategy Articles | Change Management Resource Downloads | Strategic Planning Articles and Resources

Strategic Planning | Operations Planning | Business Strategy Articles | Change Management Resource Downloads | Strategic Planning Articles and Resources | Strategic Practice Management for RIAs | Scoop.it
Download page containing Guides to Strategic Planning, Guide to Operational Planning and the Method Frameworks Plan4 Process Overview. Also, contains the Method Frameworks Brochure download.
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To Increase Revenue, Banks Go After Affluent

To Increase Revenue, Banks Go After Affluent | Strategic Practice Management for RIAs | Scoop.it
Big banks are trying to sell higher-margin products like mutual funds, stocks and retirement advice to customers who have assets in the hundreds of thousands as a way to raise their revenue.
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Drop Your Training Wheels: Competing on Business Models

Drop Your Training Wheels: Competing on Business Models | Strategic Practice Management for RIAs | Scoop.it
The Business Model Canvas is continuing to spread across the business world. However, some people and organizations use it in more sophisticated ways than others. So I came up with four levels of strategic mastery as to competing on business models.
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Business Relationships and Strategic Planning for Future Profits

Gamal Mubarak. My Thoughts On Life… Business Relationships and Strategic Planning for Future Profits. March 10th, 2012. Looking to the Future with Business Liaisons – Making Money through Deliberate Scheduling.
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The Problem with Strategic Planning

The Problem with Strategic Planning | Strategic Practice Management for RIAs | Scoop.it
The term strategic plan has become so misused and abused in the nonprofit sector that it has almost become meaningless.
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CIO Book Review of - HBR’s 10 Must Reads on Strategy | CIO.in

CIO Book Review of - HBR’s 10 Must Reads on Strategy | CIO.in | Strategic Practice Management for RIAs | Scoop.it
HBR’s 10 Must Reads on Strategy, reviewed by CIO Sundaram Fasteners (CIO Book Review of - HBR's 10 Must Reads on Strategy | CIO.in http://t.co/39llc9K1...)...
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Strategic Planning; Full Control of Any Organization | koyado.net

Determining the effective roles of workers in the organization requires a lot of planning and skills so as to derive a more effective running or functioning of.
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