Rx for Winning Clients and Referrals in the New Year
Many established advisory firms give little thought to marketing on a regular basis. They grow…read more...
Still contemplating social media?
81% of financial advisors now use social media for business purposes.* This is a significant…read more...
Does content marketing lead to new clients?
An independent advisory firm, CBA Advisors, (not the real name) asked us to help boost…read more...
Women investors and the whiff of ’unconscious bias’
You know that women today represent a greater share of unadvised investors. And they are…read more...
Energize your digital marketing with free Google tools
Are your digital marketing efforts working? Digital marketing matters since your prospects will search online…read more...
Don’t be a best kept secret
If you Google “Grand Rapids,” you’ll find that it’s Michigan’s second largest city, a…read more...