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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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DecIf you’re looking to grow your practice, consider marketing your financial advisory services to businesses as a top priority. The idea of marketing your services as business to business (B2B) may seem daunting when you’re used to serving individual clients. That’s understandable as the demographic comes with its own set of challenges, but it’s worth it. This[…]
