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Featured Posts

    Sophia Bera: Spotlight on Women in the Financial Services Industry

    Our advisor this week is Sophia Bera. Sophia Bera, CFP®, is the Founder of Gen Y Planning LLC, a financial firm focused on helping clients in their ...

    CRM And Marketing Automation, A Match Made In Heaven

    Technology has impacted modern sales strategy to the point that most companies are now scrambling to update marketing systems with contemporary tools ...

    Why Companies are Shifting from Old School Marketing to Social Media

    I remember being a teenager, hopping on my bike, and setting off on the mile long journey to work. As I climbed the last hill a huge billboard would ...

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