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    Client Interview - Mirus Financial Partners

    Mark Vergenes is the president at Mirus Financial Partners, based in Lancaster, Pennsylvania.  His firm was founded with the goal of "assisting clients in every aspect of their financial lives."  Recently, I had a chance to talk with Mark about his web marketing strategy, ...

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    Topics: advisor websites, Client Services, interview, Showcase, Online Marketing

    Spotlight on Jennings Financial Planning Inc

    We are happy to introduce you a company we have been working with, named Jennings Financial Plannings Inc. They are working hard to help their customers having a good handle on their money. They want to show people how to connect their wealth with their most heartfelt valued, ...

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    Topics: feedback, Financial, interview, jennings, Showcase, planning

    Interview With Financial Advisor Social Media Extraordinaire, Jamie Cox

    James A. Cox, III

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    Topics: interview, jamiecox, Social Media

    Interview with Simon Reilly - part 2

    Last week I've posted the 1st video of a 5 week series based on a interview done with Simon Reilly from Leading Advisor during the Advocis Conference: Professional Development Day in Vancouver.

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    Topics: Advisor, advisor websites, Advocis, financial advisor, interview, Investment Advisor, Video, Leading Advisor, Simon Reilly

    Interview with Simon Reilly - part 1

    We met with Simon Reilly from Leading Advisor during the Advocis Conference: Professional Development Day in Vancouver. He was kind enough to answer a few questions we had about internet marketing and his practice.

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    Topics: Advisor, advisor websites, Advocis, financial advisor, interview, Investment Advisor, Video, Leading Advisor, Simon Reilly