If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect. Because of recent...
It’s that time of year again when summer reading lists come out. I’ve never put out a summer reading list, so this will be my very first one. In thinking through the titles I should include on my list, I found myself getting more and more excited. Content...
In having spent time in my career marketing financial services, I know that there are some really effective ways financial advisors can market their brands that doesn’t require a large budget or support. Marketing resources are often limited within the financial...
In my last post, I talked about the seven things not to do with your marketing budget. (If you missed it, you can read it here.) So this week I thought it would be a good idea to offer some recommendations for the ways small businesses SHOULD be spending marketing...
As a small business owner, spending money on marketing is risky. With all the different types of marketing and technologies out there trying to sell you on the best and fastest ways to grow your business . . . Â it can get really overwhelming really quickly over which...
