Connecting with Clients during the Holidays

Connecting with Clients during the HolidaysThe holiday season is a great time for you to show your appreciation and thank your clients for their business. Though you should be thanking clients throughout the year, the holiday season is one where a little more can – and should – be done. Continue reading

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What Do Your Clients Expect From You?

What Do Your Clients Expect From YouClients have come to expect a certain level of service, accessibility, and responsiveness in their day-to-day lives. Consumers’ increasingly digital lifestyles are changing traditional customer service models more than ever. Mobile access now offers the opportunity to deliver highly personalized customer service experiences 24/7. That said, you can expect the future client base to be more diverse, as they become more mobile.

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The Best Ways to Avoid Identity Theft

The Best Ways to Avoid Identity TheftEvery two seconds, another American becomes a victim of identity fraud.

According to a study by Javelin Strategy & Research, the number of identity fraud victims jumped to 13.1 million in 2013. That’s an increase of 500,000 from 2012 and the second highest number of victims since Javelin began conducting its annual study in 2004. Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateRETAIL SALES REBOUND FROM SEPTEMBER SLUMP

The 0.3% October gain announced by the Commerce Department exactly offset the September decline. Below the headline number, core retail sales (minus auto buying) also rose 0.3% last month. Sales increased in 11 of 13 categories; online retailers saw a 1.9% boost to lead the pack. Annually, overall retail sales were up 4.1% from last October.1,2 Continue reading

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Summit Brokerage Recruits Advisor with $60M in AUM

Summit Brokerage Recruits Advisor with $60M in AUMFinancial advisor John Holland in Charleston, West Virginia has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*. Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateUNEMPLOYMENT DOWN TO 5.8%

America’s jobless rate dipped 0.1% in October as companies hired 214,000 new workers. Analysts polled by the Wall Street Journal had expected no improvement. In another nice development, the U-6 rate measuring underemployment plus unemployment fell 0.3% last month to 11.5%, 2.2% lower than a year before. Additionally, the Labor Department revised August and September hiring figures; firms added 31,000 more jobs during those months than previously estimated.1 Continue reading

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Summit Brokerage Recruits Advisor with $50M in AUM

Summit Brokerage Recruits Advisor with $50M in AUMFinancial advisor David Bryan in Chattanooga, TN has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*. Continue reading

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Teaching Your Children about Charities

Teaching Your Children about CharitiesAll kids are born with a sense of compassion. Watch a 3-year-old raise his arms to have you pick him up and then nestle his head in the crook of your neck and hug you. That’s compassion. Watch your 2-year-old offer a crying baby a comforting toy or her hand. Catch your 5-year-old consoling a pal who has just been walloped by a playground bully. That’s compassion, too. Continue reading

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Independent Financial Advisors – Stop Blogging About Finance

Independent Financial Advisors – Stop Blogging About FinanceMany financial advisors have embraced the idea that blogging should be part of their marketing strategy. Yet, many struggle to create a steady flow of compelling blog posts. This isn’t surprising. How many times can you talk about 401(k)s, retirement planning and diversification? Sure, there’s a lot to say about these topics, but after a while, you may feel you’re repeating yourself. Worse, your audience may feel the same way and simply tune out. Continue reading

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Summit Brokerage Recruits Advisor with Over $100M in AUM

Summit Brokerage Recruits Advisor with Over $100M in AUMFinancial advisor Johnson Hoang in El Segundo, CA has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*. Continue reading

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