Content Marketing Calendars Made Easy

by Trish Gottesman Like all New Year’s resolutions, sticking to a marketing strategy requires dedicated commitment. Moreover, just like your gym membership, strategic marketing can be one of the first resolutions to get thrown out of the door when workloads increase. However, research has shown that creating habits out of processes yields results. By creating read more…

Is Your Website a Beauty or a Beast?

Financial advisory firms used to consider their websites “set it and forget it” investments.  But not anymore.  Website trends are constantly changing.  Now even a two or three year old website may look a bit dated.  What are some easy ways you can update your website without going through the re-do process every year? Here read more…

The List is out: TOP RIAs in MD, VA and PA

Andy Murray at Wimbledon. Jeff Bezos of Amazon. Indra Nooyi of PepsiCo. Our culture is enchanted with winners. Investors are no different. They pay attention to rankings of Top Financial Advisors, as several of our clients have noted. This month, Financial Advisor magazine has come out with its annual ranking: 2016 Top RIAs (www.fa-mag.com), as read more…

Social Selling: a primer for RIAs

by Trish Gottesman The term social selling is quickly gaining acceptance with professionals as the new way to develop business. Social selling is simply the digital extension of your relationship-building efforts.  Apply your best practices in digital format and you’re likely to do very well. What does that mean?  Simply, social selling is the use read more…