LederMark Blog

Holiday gifts for the client who has everything

Every year, as the holidays approach, we rack our brains to think of appreciative gift ideas for the client who has everything.  What would be appropriate, unique, special? Quite frankly, many clients are at the point in their lives when they say “things” don’t really add much to the fulfillment of their lives.   Much read more…

Archive

Pardon me: Will clients pay more and get less in a DOL world?

Pardon me: Will clients pay more and get less in a DOL world?

Pardon me: Will clients pay more and get less in a DOL world?

Pardon me. I know firms are very busy implementing the much-anticipated Department of Labor's fiduciary…read more...

Is Your Website a Beauty or a Beast?

Is Your Website a Beauty or a Beast?

Is Your Website a Beauty or a Beast?

Financial advisory firms used to consider their websites “set it and forget it” investments.  But…read more...

The List is out: TOP RIAs in MD, VA and PA

The List is out: TOP RIAs in MD, VA and PA

The List is out: TOP RIAs in MD, VA and PA

Andy Murray at Wimbledon. Jeff Bezos of Amazon. Indra Nooyi of PepsiCo. Our culture is…read more...

Social Selling:  a primer for RIAs

Social Selling: a primer for RIAs

Social Selling: a primer for RIAs

The term social selling is quickly gaining acceptance with professionals as the new way to…read more...

Journey from jargon, replacing technical words with plain language

Journey from jargon, replacing technical words with plain language

Journey from jargon, replacing technical words with plain language

A few weeks ago, I was traveling through Spain and I quickly realized that I…read more...

4 steps to client relationship management using LinkedIn

4 steps to client relationship management using LinkedIn

4 steps to client relationship management using LinkedIn

LinkedIn is widely accepted as the top business social platform internationally. No longer considered a…read more...

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