Governed AI Intake for RIAs: Give Automation the Right Job
A practical governance framework for using AI in RIA prospect intake without allowing it to provide advice, hide uncertainty, or…
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Speed to Lead for Financial Advisors: What Should Happen in the First 60 Seconds
A practical first-response workflow for RIA calls and forms that acknowledges the prospect, preserves context, and creates the right human…
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The RIA Prospect Intake System: From First Inquiry to New Client
A practical framework for connecting RIA inquiries, qualification, advisor routing, scheduling, follow-up, CRM outcomes, and marketing attribution.
Read moreConvert all your WordPress images to Webp without a plugin
Smaller images mean faster web experiences for your visitors. Google likes this and will typically reward you with an improvement…
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AdWords: Target your audience without keywords
Google AdWords continues to introduce new tools and options to better target your market and their new “Interest Categories”…
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Are HashBangs bad for AdWords?
I manage a site with lots of keyword specific content (+700 pages) that happens to be displayed using AJAX (Specifically…
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Introduction to responsive websites
With the explosion in mobile and tablet usage, a website that works well on any devices isn’t a “nice to…
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Does eBay’s AdWord study spell doom for paid search?
The short answer is “no”! The SEM industry is buzzing with the eBay Research Lab’s recent study (Consumer Heterogeneity and…
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Explaining social marketing to a caveman
It can be difficult to explain the benefits of Social Marketing on networks like Facebook, Twitter, or Google+ to upper…
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