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MarFrom the time we were preteens, we’ve been asked to spend time getting to know our peers. Our parents and teachers would put us in group settings because the pack has more to teach one another. The power of the collective knowledge and skill outweighs many other strong suited, tribal groups. It makes sense that in modern […]
27
FebOver 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers to client onboarding in general, but think about the implication for you as a financial advisor. Your clients are entrusting you with all of their money and wealth — potentially millions of dollars in assets. Financial[…]
21
FebBecoming a financial advisor resource for local media comes with a whole range of benefits. For one, it acts as free advertising for you and your company but there’s a deeper aspect of it than that. Local news is very important to the American people, whether they get it from TV or the internet. This means that[…]
