Financial Advisor Marketing to-do list

12

Feb

Your Marketing “To Do” List

I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff, attended seminars, and in many cases are doing a bunch of stuff. Now those various activities each may be useful stuff…may be going in the right direction.  And they may create a long marketing “to[…]

Working from home productivity tips for financial advisors

07

Jan

How to Stay Productive While Working from Home

Working from home impacts each person differently. Some become more productive because they have more control over their work environment. Others may be less productive due to the distractions that come with working at home. Everyone is different, but at some point most people see a slow down in their work speed. The slow down is usually[…]