Rebecca Lake's profile photo

Rebecca Lake

Shallotte

Writer at Freelance

Freelance writer. Mom blogger. Personal finance expert. Let's work together! Where I write: @USNewsMoney, @MyBankTracker, @CreditCardsCom @Investopedia

Featured in: Favicon forbes.com Favicon msn.com Favicon theguardian.com Favicon businessinsider.com Favicon cbsnews.com Favicon time.com Favicon usatoday.com Favicon yahoo.com (+10) Favicon abc.net.au Favicon aol.com

Articles

  • 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.

  • 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.

  • 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?

  • 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.

  • 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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Rebecca Lake
Rebecca Lake @seemomwrite
19 Feb 18

Do you know what you can deduct on your taxes? Check out Is It Deductible? Presented by Westwood Tax & Consulting https://t.co/wBd0UPs9ze via @YouTube

Rebecca Lake
Rebecca Lake @seemomwrite
26 Jan 18

Have a great vacation story? Share it with @barclaycardus for a chance to win $10,000 https://t.co/GD1kRYOpaX

Rebecca Lake
Rebecca Lake @seemomwrite
11 Sep 17

RT @mwalno: Pls help #investors get their company match #401K https://t.co/Fu9AoZ8LB7 @seemomwrite @USNewsMoney @fi360