Investment Executive - BYB http://www.investmentexecutive.com/building-your-business/-/asset_publisher/hL4s/rss 2012-05-21T08:43:14Z 2012-05-21T08:43:14Z Fiona Collie http://www.investmentexecutive.com/-/casual-friday-how-to-dress-down-and-stay-professional 2012-05-18T12:00:00Z 2012-05-18T12:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Business casual doesn’t mean your weekend jeans</Description></root>

2012-05-18T12:00:00Z Fiona Collie http://www.investmentexecutive.com/-/create-a-client-communication-routine-with-these-five-tips 2012-05-17T15:50:00Z 2012-05-17T15:50:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Whether you contact clients monthly or quarterly, make it about them, not you</Description></root>

2012-05-17T15:50:00Z IE Staff http://www.investmentexecutive.com/-/four-ways-to-connect-with-clients 2012-05-16T15:45:00Z 2012-05-16T15:45:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Touch points get your clients to know you, like you and trust you</Description></root>

2012-05-16T15:45:00Z Olivia Glauberzon http://www.investmentexecutive.com/-/keys-to-promoting-your-brand-on-facebook 2012-05-15T16:30:00Z 2012-05-15T16:30:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Providing material that people can respond to will result in the greatest amount of engagement — and people visiting your business’s Facebook page</Description></root>

2012-05-15T16:30:00Z Fiona Collie http://www.investmentexecutive.com/-/when-should-you-ask-for-a-referral- 2012-05-15T15:00:00Z 2012-05-15T15:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">When it comes to popping the question, timing is almost everything</Description></root>

2012-05-15T15:00:00Z Fiona Collie http://www.investmentexecutive.com/-/create-an-efficient-marketing-plan 2012-05-14T15:20:00Z 2012-05-14T15:20:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Focus on your top clients — and on prospects who share their characteristics</Description></root>

2012-05-14T15:20:00Z Fiona Collie http://www.investmentexecutive.com/-/casual-friday-five-myths-about-work-life-balance 2012-05-11T15:40:00Z 2012-05-11T15:40:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Harmonious lifestyle should be a habit, not a destination</Description></root>

2012-05-11T15:40:00Z Fiona Collie http://www.investmentexecutive.com/-/should-you-add-a-new-service-to-your-practice- 2012-05-10T16:10:00Z 2012-05-10T16:10:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Expanding your menu requires research, planning</Description></root>

2012-05-10T16:10:00Z Dwarka Lakhan http://www.investmentexecutive.com/-/five-steps-to-a-productive-conversation 2012-05-09T15:30:00Z 2012-05-09T15:30:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Set clients at ease and be a good listener</Description></root>

2012-05-09T15:30:00Z Fiona Collie http://www.investmentexecutive.com/-/it-pays-to-specialize 2012-05-08T15:45:00Z 2012-05-08T15:45:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Become an expert in one area, and build credibility and referrals</Description></root>

2012-05-08T15:45:00Z Fiona Collie http://www.investmentexecutive.com/-/what-motivates-clients-to-give- 2012-05-07T16:00:00Z 2012-05-07T16:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">The key to philanthropic planning is understanding your client’s values</Description></root>

2012-05-07T16:00:00Z Fiona Collie http://www.investmentexecutive.com/-/-it-s-an-honour-just-to-be-nominated- 2012-05-04T19:20:00Z 2012-05-04T19:20:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Exhibit your community awards, but remain humble</Description></root>

2012-05-04T19:20:00Z Fiona Collie http://www.investmentexecutive.com/-/five-opportunities-to-talk-philanthropy-with-clients 2012-05-03T17:00:00Z 2012-05-03T17:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Some clients may have a lot to gain — in tax savings — by giving</Description></root>

2012-05-03T17:00:00Z Fiona Collie http://www.investmentexecutive.com/-/five-signs-a-client-is-ready-to-talk-about-philanthropy 2012-05-02T16:00:00Z 2012-05-02T16:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Discussing charitable giving can strengthen your client relationships</Description></root>

2012-05-02T16:00:00Z Fiona Collie http://www.investmentexecutive.com/-/client-debt-the-elephant-in-the-room- 2012-05-01T16:00:00Z 2012-05-01T16:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Discussing debt when clients would rather not talk about it</Description></root>

2012-05-01T16:00:00Z Dwarka Lakhan http://www.investmentexecutive.com/-/know-your-clients-risk-tolerance 2012-04-30T16:25:00Z 2012-04-30T16:25:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Understanding risk is key to managing expectations</Description></root>

2012-04-30T16:25:00Z Fiona Collie http://www.investmentexecutive.com/-/casual-friday-four-steps-to-sound-decision-making 2012-04-27T15:00:00Z 2012-04-27T15:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Snap decisions can sink businesses. Here’s how to avoid them</Description></root>

2012-04-27T15:00:00Z Megan Harman http://www.investmentexecutive.com/-/play-moneyball-in-your-practice 2012-04-26T22:00:00Z 2012-04-26T22:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">By analyzing client feedback, you can uncover information that’s incredibly valuable to your business</Description></root>

2012-04-26T22:00:00Z Fiona Collie http://www.investmentexecutive.com/-/make-the-most-of-summer 2012-04-26T16:10:00Z 2012-04-26T16:10:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">The “dog days” may be slower, but they offer opportunities to deepen your client relationships</Description></root>

2012-04-26T16:10:00Z Fiona Collie http://www.investmentexecutive.com/-/get-more-traffic-on-your-website 2012-04-25T20:00:00Z 2012-04-25T20:00:00Z

<?xml version='1.0' encoding='UTF-8'?><root available-locales="en_US" default-locale="en_US"><Description language-id="en_US">Connect with your other online tools and keep content fresh</Description></root>

2012-04-25T20:00:00Z