Practice Development Articles

SSN Practice Development Specialist, Corey Keltner, Published on ThinkAdvisor.com

We are proud to have an article written by Corey Keltner, Practice Development Specialist of Securities Service Network, published on ThinkAdvisor.com. The article "How Charitable Boomers Can Reduce the RMD Tax Pinch" explores how Qualified Charitable Distributions...

SSN Practice Development Specialist, Corey Keltner, Published on WealthManagement.com

We are proud to have an article written by Corey Keltner, Practice Development Specialist of Securities Service Network, published on WealthManagement.com. The article "How Advisors Can Fine Tune Their Marketing Language To...

6 Good Business Ideas I Learned from “The Founder”

6 Good Business Ideas I Learned from “The Founder” By Corey Keltner, Practice Development Specialist I went to the movies for the first time in a long while this weekend. The Founder is about the rise of McDonald’s and the relationship between Ray Kroc and the...

Focus on Client Retention

Focus on Client Retention By Corey Keltner, Practice Development Specialist According to HBR, it costs 5 to 25 times more to find a new client than retain existing ones. Our business is especially important because most of your new clients will likely come from...