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raynasouthart


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9 Proven Ways to Achieve High-Converting Webinars

9 Proven Ways to Achieve High-Converting Webinars

Evidence proves there are superior strategies and tactics when it comes to effectively converting...

raynasouthart April 29, 2021
Four Potential Tax Changes Advisors Need To Prepare For

Four Potential Tax Changes Advisors Need To Prepare For

By Founder and President of Covisum, Joe Elsasser, CFP®. President Biden has outlined a...

raynasouthart April 12, 2021
[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021

[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021

(Original Article on Nasdaq: https://www.nasdaq.com/articles/leading-financial-services-professionals-shared-ten-ways-you-can-thrive-in-2021-2021-03-15) Prospecting, selling and closing are always going to have...

raynasouthart March 15, 2021
How White Glove is Pioneering Captive Marketing

How White Glove is Pioneering Captive Marketing

We can confidently say 2020 forever changed not only the financial industry, but the...

raynasouthart February 10, 2021
New SEC Amendments – What Do They Mean for Advisors?

New SEC Amendments – What Do They Mean for Advisors?

Since the adoption of the Investment Advisers Act of 1940, advertising, the referral process...

raynasouthart January 21, 2021
The Financial Advisor's Guide to Podcasting

The Financial Advisor's Guide to Podcasting

In recent years, podcasting has grown from its humble hobbyist origins to become big,...

raynasouthart January 11, 2021
Top 6 Trends for Financial Advisor Marketing in 2021

Top 6 Trends for Financial Advisor Marketing in 2021

The market for financial advisory services is ever-changing. The changes have come even faster...

raynasouthart December 22, 2020
Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!

Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!

Rewind back to January when client acquisition was at a seasonal peak. You're likely...

raynasouthart December 18, 2020
Captive Marketing – The Trend for 2021 and Beyond

Captive Marketing – The Trend for 2021 and Beyond

Financial advisors, other professional advisors and micro-businesses should be aware of a trend positioned...

raynasouthart November 30, 2020
More Advisors Shifting to Social Impression Management in 2021

More Advisors Shifting to Social Impression Management in 2021

When it comes to keeping you and your services top-of-mind with current clients and...

raynasouthart November 19, 2020
8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow

8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow

8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow Our...

raynasouthart October 20, 2020