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Twenty years ago, marketing for a brand was a relatively simple task: Place an ad in a newspaper. Of course, creating a successful advertisement has always been challenging, but at least the distribution was relatively straightforward. Those days are over. In today’s digital world, if you’re not spreading marketing across multiple platforms and adjusting...

Chances are you intuitively understand that your website is important. It’s the doorway to your brand — the first thing a client or prospective client sees. Consider the following stats: ● 88% of consumers use online resources to research product information prior to making a purchase ● 75% of consumers judge a business’s credibility...

Good marketing requires investing time and resources, and just like with any investment, it’s essential to track how your marketing efforts are performing. But what metrics should you look at when it comes time to analyze your marketing? Let’s look at how to review your performance and set yourself up for marketing success. Before...

For decades, most of the wealth in the United States has been owed by baby boomers. But a great wealth transfer is underway, with $84 trillion expected to be passed down to younger generations by 2045 and $16 trillion in the next decade alone. Gen X, millennials, and Gen Z will be the great...

Social Media for Financial Advisors: Tips for Success For the savvy financial advisor, social media is a valuable tool that can help grow a business. According to a recent survey, four out of 10 financial advisors report they’ve found new clients through social media. To put it in terms you might use with a...

Many financial professionals wonder: Is having a social media presence necessary, and is it worth it? The answer: Depending on your goals and resources, yes and yes! Effective use of social media platforms can serve as a strategic tool to promote financial practices. The allure of social media platforms lies in their ability to...