communicatingadvisor.blogspot.com

The Communicating Advisor

The Communicating Advisor is a newsletter that helps financial advisors and other professionals learn about "all things" communication. From marketing and advertising to public relations and branding, it will be covered in each issue of the newsletter. Created and distributed by Perception, Inc., each issue has insight from industry leaders who make it their job to help financial professionals reach the next level of communications success.

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The Communicating Advisor | communicatingadvisor.blogspot.com Reviews

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The Communicating Advisor is a newsletter that helps financial advisors and other professionals learn about "all things" communication. From marketing and advertising to public relations and branding, it will be covered in each issue of the newsletter. Created and distributed by Perception, Inc., each issue has insight from industry leaders who make it their job to help financial professionals reach the next level of communications success.

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The Communicating Advisor | communicatingadvisor.blogspot.com Reviews

https://communicatingadvisor.blogspot.com

The Communicating Advisor is a newsletter that helps financial advisors and other professionals learn about "all things" communication. From marketing and advertising to public relations and branding, it will be covered in each issue of the newsletter. Created and distributed by Perception, Inc., each issue has insight from industry leaders who make it their job to help financial professionals reach the next level of communications success.

INTERNAL PAGES

communicatingadvisor.blogspot.com

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The Communicating Advisor: Planning Ideas—CLATS Couldn’t be Better

http://communicatingadvisor.blogspot.com/2009/07/planning-ideasclats-couldnt-be-better.html

Friday, July 31, 2009. Planning Ideas—CLATS Couldn’t be Better. By Cannon Financial Institute. Planning Ideas—CLATS Couldn’t be Better. With interest rates at historic lows, it may be an opportune time for your clients to take advantage of a Charitable Lead Annuity Trust. The mechanics of a CLAT are illustrated in the following example and diagram. Federal Income Tax Considerations. If the trust is structured as a grantor trust, the grantor is taxed on the income each year, but receives an income tax ded...

2

The Communicating Advisor: How Your Assistant Can Be The Key To Bringing In More Business

http://communicatingadvisor.blogspot.com/2009/07/how-your-assistant-can-be-key-to.html

Friday, July 31, 2009. How Your Assistant Can Be The Key To Bringing In More Business. By Katherine Vessenes of Vestment Advisors, Inc. What if I told you the key to your success, the lightning rod to bringing in more business and building your practice is already in your office… and it’s not you. No, it’s actually your assistant! What’s a CSM you ask? Your CSM takes the responsibility of tasks and responsibilities in non-revenue-generating tasks. This opens up more time for you to increase business!

3

The Communicating Advisor: September 2009

http://communicatingadvisor.blogspot.com/2009_09_01_archive.html

Friday, September 25, 2009. Correct it Now…or Pay Later. By Katherine Vessenes, JD, CFP. For years, I have helped professionals in the financial services industry deal with the ever-present problems of compliance. To help identify the specific opinions and preferences of those in the industry, we surveyed 100 financial service professionals to gauge their thoughts, opinions and experiences. Needless to say, we received some very interesting information. These blunt responses are a direct reflection of th...

4

The Communicating Advisor: 43 Websites to get FREE Images

http://communicatingadvisor.blogspot.com/2009/07/43-websites-to-get-free-images.html

Friday, July 31, 2009. 43 Websites to get FREE Images. By JD Smith of Ninety Degrees North Design. The perfect image can help keep your reader interested in your writing. It can help explain and drive your point farther than your words alone. In the past, purchasing stock photography required at least $300 to order a CD where there was only one or two images that you could even use. 1 http:/ www.123rf.com/freeimages.php. 2 http:/ www.abstractinfluence.com. 4 http:/ www.animationfactory.com/en/. 15 http:/...

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The Communicating Advisor: August 2009

http://communicatingadvisor.blogspot.com/2009_08_01_archive.html

Thursday, August 20, 2009. The Lucky Seven Keys To Conversation And Networking. JD, CFP - Vestment Advisors, Inc. 8220;It’s all about who you know.” I’m sure you’ve all heard this mantra before, possibly when it came to getting a recommendation, finding a job, or in this case, landing a prospect or account. Networking is essential to the process of prospecting, but how do you do so effectively? The same person I had spoken to for only a few minutes in the locker room had passed along my information which...

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The Communicating Advisor

Friday, September 25, 2009. Correct it Now…or Pay Later. By Katherine Vessenes, JD, CFP. For years, I have helped professionals in the financial services industry deal with the ever-present problems of compliance. To help identify the specific opinions and preferences of those in the industry, we surveyed 100 financial service professionals to gauge their thoughts, opinions and experiences. Needless to say, we received some very interesting information. These blunt responses are a direct reflection of th...

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Communicating Asia Pacific | "The problem with communication … is the illusion that it has been accomplished" George Bernard Shaw

The Seven Stages of the Sales Cycle. May 4, 2015 · 2:07 pm. Content marketing is about earning people’s time. There is a GREAT deck on Slideshare right now. It’s called Crap. The Content Marketing Deluge. We’re all about to be buried in crap. Especially so in Asia. To be the best, hire the best. So, how do you ensure that you’re not investing in and creating mediocrity? This is important, because it is the people who have an eye for the customer that will help the world’s businesses standout in the comin...

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It is the responsibility of every astronomer to play a role in explaining the interest and value of science to our fellow citizens. It is the responsibility of every astronomer to play a role in explaining the interest and value of science to our fellow citizens. Creative Commons Attribution 4.0 International License.