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Best of 2017 Weekend Reads: Lost and Found

Do you remember the last time you received a handwritten letter or note, or were struck by beautiful penmanship? Lauren Foster does.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

Weekend Reads: Facebook, Tribalism, and the Search for Meaning

Why smart people do foolish things, the search for meaning, and the potential dangers of social media and smartphones are among the topics covered in Lauren Foster's latest Weekend Reads.

Basic Adviser Strategies for Social Media: Carving out a Niche

According to Michael Kitces of Pinnacle Advisory Group, “social media” is just a new term for the basic networking activities that financial advisers have been using for their entire careers.

The Market Needs to Rise Again before It Peaks

History suggests that those who use a crystal ball to predict the future are often forced to eat crushed glass. It is useful is to cogitate about what can happen in the future aside from a mere extrapolation of a current trend.

Why Financial Advisers Need to Use Social Media

April Rudin, founder and CEO of the Rudin Group, has some compelling reasons for financial advisers to develop a social media presence.

The Facebook IPO: Ethical Violations or Not?

More than a year has passed since the initial public offering of Facebook. The hype that preceded the US$105 billion IPO was matched only by the media frenzy that followed the stock’s botched trading debut and immediate price decline. Headlines alleged conspiracy, insider trading, and selective disclosure. We're asking readers to participate in an online survey and tell us whether they think there were ethical violations.



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