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DecEvery social media platform has a user profile. There is some degree of overlap, but in many cases the audiences are well-defined. Most social media platforms allow you to set demographic preferences when you set up your ads. It’s a great way to direct marketing toward your target audience. There is a caveat, none of those settings […]
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DecAs the covid-19 pandemic continues, in person meetings are still discouraged. Without the ability to meet face to face, strategic client communication is more important than ever. Virtual meetings are the best way to interact right now, but they lack the warmth of in person meetings. This won’t be an issue for some, but high touch clients[…]
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DecAs a financial advisor, you’ll encounter clients who view you as an accountability partner. These clients can fall into two categories: They know what they need to do, but they’re procrastinating. They have a broad goal with no plan in place to achieve it. It’s possible for you to help both, but you may need to use[…]
