February / March 2010
Welcome to the February/March 2010 issue of PracticeInsights, a bi-monthly newsletter featuring some of the most popular articles provided to Raymond James financial advisors.
In this issue, we’ll take a look at some of the benefits of “test-driving” potential employees before hiring them full-time. Plus, we’ll listen to a recent Raymond James AudioFile recording discussing the economic and financial challenges that lay ahead – and much more. As always, we hope you enjoy this issue of PracticeInsights, and that you find it useful in improving your practice
Practice Planning
“Turning Prospects into Clients”
from Raymond James PracticeIntelligence newsletter
Most prospective clients decide whether to hire a financial advisor within the first few seconds of meeting him or her. How can you increase the likelihood that a valuable prospect will select you? The decision-making process actually begins before the first meeting – and, thus, so does your ability to begin influencing it. Discover the step-by-step approaches several advisors are using to successfully turn lukewarm prospects into loyal clients. Read more...
Marketing
“Why Should a Financial Advisor Establish a Website?”
from Raymond James Web Marketing Tips newsletter
Websites have long-since ceased to be the exclusive domain of large corporations, Internet search engines and celebrity fan sites. Today, they are valuable tools that are accessible to businesses of all sizes, and they offer many practical applications, including giving potential clients insight into your practice, process and services, as well as keeping current clients and professional partners up to date on important news and developments. Read more...
Practice Management
“Try Before You Buy”
from Raymond James PracticeIntelligence newsletter
Hiring temporary employees is becoming an increasingly popular way for small and medium businesses to “test drive” potential permanent employees. Learn how temporary hiring can offer a great opportunity to both the candidate and your company – and could result in a high-quality permanent hire. Read more...
Audio Feature
“Economic and Financial Recovery Outlook”
from Raymond James AudioFile
As we begin what many hope will be a year characterized by gradual improvement in the markets, Raymond James Chief Economist Dr. Scott Brown discusses the challenges of economic and financial recovery, the outlook for growth and employment, and the actions of the Federal Reserve and Treasury. Listen to the audio...
Raymond James Spotlight
“Interview with Chairman and CEO Tom James”
from FOX Business News
In this interview with FOX Business News, which aired on January 21, Tom James discusses the proposed re-regulation of the financial services Industry. Watch the video...
“We need enthusiasm, imagination and the ability to face facts, even unpleasant ones, bravely.”
– Franklin D. Roosevelt
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