Thou Shalt Not Use Email Notifications!

Article was originally published on ModelFA. Here’s a question for you. Between this morning and right now, how many times did your computer or phone chime at you to let you know you just got another email? Chances are, your number is somewhere around a dozen or more. Many advisors think that keeping those alerts […]

Advisor Self-limiting Beliefs And 3 Steps To Overcome Them

Article was originally published on ModelFA. “Sow a thought, reap an action; sow an action, reap a habit; sow a habit, reap a character; sow a character, reap a destiny.” ― Stephen Covey, The 7 Habits of Highly Effective People I’ve read recently that Covey adapted this quote from Gandhi. Regardless of who said those words […]

Bullet Charts – What Is It And How To Use It

The bullet chart has been described as a secret weapon for effective and efficient financial analysts. Bullet charts can be used as an alternative to dashboard gauge charts and are ideally suited for use in dashboards visualizing KPI (Key Performance Indicators) where they excel comparing actual results to forecasts. Bullet charts are currently considered to […]

An Assignment Writer: Saviour For Students

In this dynamic world, assignments have become the most basic parameter to gauge the writing capabilities of a student. This is the reason every student today is seen to be engaged in the race of outshining others. Here, the role of an assignment writer becomes indispensable. But, have you wondered what makes them so important […]

Email Marketing For Financial Advisors: Best Practices For 2019

Summary:  Email may not have the cutting edge, high-tech appeal of some of the other marketing tactics. However, when done right, email marketing for financial advisors can be remarkably effective. In order to build a productive email campaign, advisors should begin by examining the needs of their audience. A broad-based “spray and pray” approach is […]

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