Social media strategy? Listen and engage

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The financial planners who get the best results from their social media strategies understand four essential rules, according to Claudio Pannunzio, president of US-based consultancy, i-Impact. Firstly, quality is more important than quantity when it
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Mindful Listening – Help Clients Make the Best of Their One and Only Life

By Claudio Pannunzio

An old Zen proverb goes like this, “When walking, walk. When eating, eat.” In other words, be mindful and give your whole attention to the task you’re carrying out. Every client interaction provides us with the perfect opportunity to test our ability to be fully engaged and listen mindfully. Listening is a vital skill for
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Advisers overestimate Generation D

wp_logoFinancial advisers are overestimating the average investor’s knowledge of financial markets and this has been reflected in a recent survey by Accenture. And although the survey was conducted in the USA, Claudio O. Pannunzio president and founder of US based i-Impact Group believes the findings have
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