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For years, financial advisory firms have grown through relationships and referrals, and now AI is changing that process. The referral process isn’t going away—trusted recommendations are still key in this relationship-centric industry—but the way people research and validate those recommendations is changing. Today, prospective clients can use AI tools to summarize advisor websites, compare firms, […]

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If you want to grow your financial practice in a meaningful way, you need a well-defined brand identity. That includes certain elements of your visual brand like your logo and color scheme, but it also encompasses your experiential brand.

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Thanksgiving is Kelly’s favorite holiday of the year (family, food, and football!), and this year, we thought it would be fun to share our favorite family recipes and a few things we’re thankful for! We hope you enjoy, and from all of us – Happy Thanksgiving to you and those you love! Check out our […]

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Deepening relationships with clients and staying top of mind with them is crucial to a referral-centric growth strategy, and regular touchpoints are one of the best ways to stay connected with clients throughout the year.

Sending birthday cards seems like an obvious way to make clients feel special, but does this strategy truly deliver the desired effect?

Keep reading to avoid a critical marketing mistake and find out how to make birthday cards work for you.

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Going independent is a huge decision, and you want to make sure your financial practice is
perfectly positioned for a seamless, positive move that leaves clients feeling confident
about sticking with you.

So if a transition is in your future, you might be wondering…

“How do I share the news with clients without making them worry?”
“What parts of my brand do I need to update pre- and post-transition?”
“How will I get all of this done in time?”

Read on, my friend.

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