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Bear Market Defense
An entrepreneur asks, “Is there anything I can do to defend myself against lower investment returns when the market slumps?” Happily, the answer is yes.

Here's My Favorite Simple Habits To Financial Success
Learn how to increase your income and be savvy with managing money!
Marketing Is Not A Cost – A CEO Who Doesn’t Understand Marketing Is
If you have not taken the time to measure what your customers are worth to you over their lifetime, you have no way to build a rationale for what you should be willing to spend to win more customers. Without an understanding of the true value of your customers, any decision you make about investing in marketing is a risk.

Other investment advisor Related Articles

Why Clients Dump Advisors
"You're Fired!" is the scary title of an article in the June 2005 issue of " Advisor's Edge " that reveals why high net worth clients drop their investment advisors .

Cut Marketing Clutter
People are inundated with marketing messages every day and cutting through the clutter is critical if advisors hope to have success with their own marketing efforts. "The challenge is simply getting noticed," says Martin R. Baird, president of Phoenix, Ariz.-based Advisor Marketing and author of The 7 Deadly Sins of Advisor Marketing.

What Do Successful Small Businesses Do That You May Not?
In an article published in the January issue of Investment Advisor magazine several points in an article called Stepping Up - How the best advisors take their firms to the next level jumped off the page.
Boost Your Business -- Become An Advisor
So what is the difference between an agent and an advisor? Agents just want to list a home and hope it sells. Advisors help their clients lead the market, not follow the market. They do that by knowing their market inside and out. Advisors are inquisitive because they know they must understand where potential clients are in the process. When you understand that along with understanding their motivation, you’re on your way to being a great advisor.

5 Reasons Why You Must Stop Working With Your Broker
Do you know the difference between a broker and an investment advisor? Did you know there WAS a difference? Well, there is… and it’s BIG. Brokers have major conflicts of interest, can have hidden fees and often do not even directly handle your money. In fact they may not even KNOW the person who IS handling your money! Scared yet? With your investments, your kid’s education and your retirement portfolio at stake, perhaps you should be. Read on to learn more.

FACTS For Finding the Right Investment Professional
Does your current advisor treat you like a number? Do you feel like you can’t trust your financial advisor to work with your best interests in mind? Here’s a foolproof system to help you find the right investment professional for you. It’s all about getting the FACTS.

Buying an Investment Franchise Business Opportunity
An investment franchise is one that normally calls for a solid amount of investment that may involve a while to realize a benefit. You could consider all franchise businesses an investment in one sense since all will require some form of initial investment in order to get started after which you can look to pay it back as the business becomes profitable.
Money Management: Developing a Good Practice with the Guidance of a Financial Advisor
Are you looking for a financial advisor who will help you be able to have a better hold of your money? If so, it is best that you use the internet to help you locate such individual. But because there are a number of professionals who work as a money management advisor, it is easy to get confused with whom to trust and employ.

Becoming a Trusted Advisor - How to Build Trust
Enlightened leaders today hire leadership consultants and executive coaches to help with their leadership development. However, increasingly a number of my clients now prefer me to help them in the role of trusted advisor rather than expert consultant. This special partnership based on mutual respect and collaboration produces more sustainable results. The role of trusted advisor is open, transparent and fiercely client-centered.
Essential Traits of a Trusted Advisor
Enlightened businesses today hire leadership consultants and executive coaches to help with their leadership development programs. However, increasingly a number of my clients now prefer me to help them in the role of trusted advisor rather than expert consultant. This special partnership based on mutual respect and collaboration produces sustained results. The role of trusted advisor is collaborative, transparent and fiercely client-centered.
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