Client Communications

Free Newsletter Content: Tax Loss Harvesting

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by SherylCPA     August 18, 2014      0.0 (0) Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free to use this as is or edit.

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And The First Advisor To Win One Of Three $300 Licenses To Camtasia Studio Video-Editing Software Is…

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by agluck     June 07, 2014      0.0 (0)   The first two A4A members to email us at admin at advisors4advisors.com with the correct answers to the following three questions (after viewing the webinar) will win the remaining two licenses: ·         What size is Andy’s reflective umbrella? ·     

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Keeping Clients In Up Markets

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by SherylCPA     May 26, 2014      0.0 (0) I'm frustrated. I lost three long- term clients this year. I'm not used to losing clients. They all had the same reason for leaving: they thought their 2013 returns should have been higher.  I believe in the wisdom of diversification. I don't believe in market timing. Without a crystal ball, research has proven over and over again that st

How To Produce Videos For RIA Target Markets And Clients

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by shiggins     May 16, 2014      0.0 (0) Advisors are using videos to communicate through blogs, social networks and email newsletters. Your YouTube channel can be embedded in websites, boosting your online search ranking by giving your firm a higher profile. "Advisors can create content," Gluck says. "It's not easy to do but it will boost your search rankings and enga

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Segmenting Clients

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by SherylCPA     May 11, 2014      0.0 (0) Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences in clients and then treat them differently? By segmenting clients, are we doing them a disservice or are we customizing our services?

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