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An IPS is about Policy

Posted by Norman M. Boone, MBA, CFP®, Founder & President, Mosaic Financial Partners, Inc. on September 04, 2015 in

It is not good practice to use your Investment Policy Statement to identify the specific stocks or bonds or funds you will recommend for your client’s portfolio.  Those are issues of implementation.  Those are choices that you will want to discuss with your client and perhaps put in writing, but they don’t belong in an IPS. If your IPS indicates that you are going to hold GM or the Vanguard Total Stock Market Index fund, then every time you want to make a change, you will have to change your IPS.  While it...

An IPS is about Policy

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Creativity Requires Boredom

Posted by Ryan Lynch, AIF®, Product Manager, fi360, Inc. on August 26, 2015 in

Waiting in line for your morning coffee.  Waiting for a client to arrive at a lunch meeting.  Waiting in traffic.  Our days are filled with “in between” time.  Prior to the personal device revolution, it was the time when you picked up a magazine, struck up a conversation with an adjacent stranger, or even spent some time alone with your thoughts.  Nowadays, we use queues to check quotes, tardy clients to send emails, and stop lights to browse social media.  We have largely filled in the gaps, and the multi-taskers out there...

Creativity Requires Boredom

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Understanding Marketing Volume IV: SEO and SEM

Posted by Stanley Malyszka, Marketing Manager, fi360, Inc. on August 05, 2015 in

Before we get down to the nitty gritty, let’s first attack the difference between SEO and SEM.  SEM = Search Engine Marketing.  SEO = Search Engine Optimization.  Search Engine Marketing (SEM) is all marketing done through search engines to drive traffic to your site.  Search Engine Optimization (SEO) is focused on tailoring your website to improve your listing/ranking on search engines and drive traffic to your site organically.  Technically, SEO is a part of SEM but I like to distinguish the two and to view them as separate.  To me, SEO is driving...

Understanding Marketing Volume IV: SEO and SEM

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Understanding Marketing Volume III: Social Media Marketing

Posted by Stanley Malyszka, Marketing Manager, fi360, Inc. on July 09, 2015 in

Marketing via social media has exploded in recent years due to the growth in popularity of networks such as Twitter, Facebook, LinkedIn, Instagram, etc.  The lure of social media is that it is a direct way to communicate with customers and potential customers that you may have otherwise been unable to reach.  I like to look at social media marketing as 2 distinct channels- 1) Your basic social media account and 2) Paid social media ads.  Let’s start with your basic social media account. Before setting up a basic social media account, make sure you have a good...

Understanding Marketing Volume III: Social Media Marketing

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Understanding Marketing Volume II: The Need to Knows

Posted by Stanley Malyszka, Marketing Manager, fi360, Inc. on June 25, 2015 in

Where should I spend my time and money?  That’s the million dollar marketing question.  The quick answer to this question is Golden Rule Number 1, “Know thy customer” and Golden Rule Number 3, “Quality is better than quantity.”  You should spend your time and money on marketing that will provide the greatest return on your investment (ROI).  However, you may be just beginning your marketing efforts or may have never tracked previous efforts.  So, you may not know which marketing channels will be best.  This means a lot of the...

Understanding Marketing Volume II: The Need to Knows

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