
Rebecca Lake
Writer at Freelance
Freelance writer. Mom blogger. Personal finance expert. Let's work together! Where I write: @USNewsMoney, @MyBankTracker, @CreditCardsCom @Investopedia
Articles
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1 week ago |
smartasset.com | Rebecca Lake
Increasing assets under management (AUM) is a common goal for growth-focused advisors. You may know, however, that building a book of business is sometimes easier said than done. Niching down to focus on clients in a particular asset range is one way to counter the challenges of growing in a competitive market. Here’s how to get more clients and help boost your AUM.
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1 week ago |
lifestyle.countrylegends1059.com | Rebecca Lake
Increasing assets under management (AUM) is a common goal for growth-focused advisors. You may know, however, that building a book of business is sometimes easier said than done. Niching down to focus on clients in a particular asset range is one way to counter the challenges of growing in a competitive market. Here’s how to get more clients and help boost your AUM. Look at your top three to five competitors and consider what makes their branding stand out.
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1 week ago |
erienewsnow.com | Rebecca Lake
The connections you build within your industry can help bring more referrals, and thus prospects, your way. Every referral you receive from another professional is a mark of trust, which can underscore your credibility and help you gain a prospective client’s loyalty. But is it possible to grow without a referral network in place? Yes, if you have the right plan. Are you looking to expand the marketing of your financial advisor practice?
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1 week ago |
lifestyle.countrylegends1059.com | Rebecca Lake
The connections you build within your industry can help bring more referrals, and thus prospects, your way. Every referral you receive from another professional is a mark of trust, which can underscore your credibility and help you gain a prospective client’s loyalty. But is it possible to grow without a referral network in place? Yes, if you have the right plan. A referral network is an important tool for growing your business. But if you don’t have one in place yet, don’t worry.
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1 week ago |
lendedu.com | Rebecca Lake |Erin Kinkade
Thinking of tapping into your equity? According to Bankrate’s national survey of rates, average home equity loan rates currently range from 8.04% to 10.17%. Borrowers may soon see a drop in home equity loan rates if the Federal Reserve moves to cut the federal funds rate in 2025. LenderRates (APR)FeesLoan amountsMax.
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