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    BAUM - Home-Grown Make Your Networking More Organic blog imagery

    Home-Grown: Make Your Networking More Organic

    “Let’s face it: M&A is big news in our industry. It’s hard to go more than a few days at a time without seeing in an industry periodical or one of your social media feeds that Firm A has been

    BAUM - Financial Advisors and Social Media Changing with the Times

    Financial Advisors and Social Media: Changing with the Times

    Social media was once seen as the ultimate marketing tool for financial advisors seeking more market share. It provided a platform capable of reaching a vast audience, connecting with clients and prospects, and tracking the success of marketing initiatives. It

    Identifying Your Ideal Client: The Key to Success for RIAs

    Socrates said it well: “Know thyself.” But Yogi Berra said it better: “If you don’t know where you’re going, you’ll end up somewhere else.” For RIAs, self-knowledge – which includes an understanding of the firm’s ideal client persona (the people