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Congratulations to Our Clients who were named to Forbes’ list of Top 100 financial Security Professionals!   We are excited to share that 27 of our clients were recently named to Forbes’ 2023 list of Top 100 Financial Security Professionals! This recognition is an incredible honor, and we feel so blessed to work with these […]

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Congratulations to Our Clients who made the Forbes list of Best-In-State Financial Security Professionals for 2023!   We are excited to congratulate our clients who were just named by Forbes as Best-In-State Financial Security Professionals for 2023! This is an incredible achievement, and we’re honored to work with advisors who aim for excellence in everything […]

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Does award marketing move the needle? We often get questions from advisors about whether they should be applying for awards, or if they win awards, whether they should promote them. After all, it takes substantial time, energy, and money to apply for multiple industry awards—and you don’t want those efforts to go to waste. So […]

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When it comes to advisor marketing, the most effective (and typically the most enjoyable) way to grow is by building and strengthening relationships—and this holds true for your C-level clients just as it does your A-level folks. This segment of clients (those who engage you only for a specific service but not full-fledged planning or may have “fallen off the radar” for other reasons) represent an incredible opportunity for growth in your practice. They are your low-hanging fruit—they already know, like, and trust you on some level, so you’re a step ahead of the game when it comes to growing their relationship with you.

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If we were to ask you if you wanted to “rank higher” on Google, you’d likely say yes (as most business owners would)—but what many people don’t understand is that websites themselves aren’t simply ranked on Google against other websites in their industry. Google (and other search engines) takes someone’s search query (for example, “estate planning for business owners”) and then finds webpages that best answer that query.

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