A Silver Lining for Advisors During the Pandemic
I wanted to share something that’s been on my heart and mind for the last few days. It’s basically a silver lining perspective for financial advisors about the great things that I believe can come from everything we’re going through as a nation. I hope this message is helpful for you as you continue to take great care of your clients through this time of uncertainty.
Too Good to Be True: Three Marketing Scams to Watch Out For
Just like all the other scam calls about your credit cards, your car warranties, student loans, and the IRS, it’s important to be aware of these three types of marketing scams that have fooled savvy business owners in the past…
5 Tips for the Perfect Corporate Christmas & Holiday Cards
‘Tis the season of giving, and I recommend giving appreciation. The holiday season – regardless of which holiday you celebrate – is the perfect opportunity to send a little love and thanks to those clients and business partners who have made a difference for you this year. The thing is, there’s both an art and a science to the perfect Christmas and holiday cards. Keep reading to learn our secrets…
5 Pro-Tips for Choosing Fonts
Are you working on a new website, a brochure, or even a business card? Having trouble choosing fonts? Let us help with these 5 easy things to keep in mind when you’re deciding which fonts to use!
The Art of Being Referable as a Financial Advisor
Are you just asking for referrals, or are you inspiring them? When someone vets you, do they jump at the opportunity to work with you, or are you losing more prospects than you’re winning? Read this article to learn more about the foundations of being referrable.
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