Bruce W. Fraser

Bruce W. Fraser is a financial writer in New York. He is writing a book about the ultrawealthy.

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These are savvy ways for advisors to keep in touch with clients and reach out to prospects.
LinkedIn is networking on steroids. Donít believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.
Donít forget the process of connecting on a holistic basis.
Share documents with clients and collaborate securely online through document vaults.
Such tools can help advisors more easily assess clientsí risk tolerance.
Incorporating such a plan provides alternate revenue streams for better client growth.
Key to a firmís growth is being able to transition away from smaller accounts.
Financial planners and industry experts offer their strategies for landing new clients and keeping existing ones to get the most from your practice.
Generate leads through inexpensive and non-cookie-cutter techniques.
Marketing, balancing investment management and client relationships, and regularly updating your clients can boost your business, say advisors and experts.
Consider these strategies to help build savings.
Often under-used, HSAs can be a powerful tool for clients.
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Feb
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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Jun 16-17, 2016
Sheraton New York
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Jun 22, 2016
Convene, NYC, NY