Blog Articles

Video marketing started to see a steady increase in popularity far before the coronavirus pandemic. Businesses that reported using video within their marketing strategy increased from 61% in 2016 to 85% in 2020, and coronavirus has only escalated this fact. Businesses are ...

Panel Discussion Topic: "The Business of Financial Advisors During COVID-19 & Future Opportunities" In case you missed the live event, here are the highlights and key takeaways from the virtual panel discussion. We've summarized the panelists' answers to the six big questions we ...

4 Tips to Help You Effectively Manage Emotional Clients Most financial advisors will inevitably have those one or two clients who are highly strung, emotional, or hot headed. Even in the best of times, these types of clients require a more careful approach when discussing a ...

Introduction In a previous blog post, we briefly discussed ways you can integrate holiday greetings and special events into your marketing strategy. This time, we will delve a little bit deeper into that and bring you a few ways in which you can keep in touch with, and connect ...

Whether you like it or not, success as a financial advisor is very dependent on your customers. The number of customers you have, the services you’re providing for them and the value of assets you are responsible for, all contribute to an overwhelming amount of information. Just ...