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The holiday season is a busy time of year. Most people are probably more focused on their families and taking time off. For some, the holiday season also brings challenges, such as those who have lost loved ones or are experiencing a difficult time in their personal lives. However, the busyness of this time of year doesn’t mean you should go dark between the months of November and January. Instead, look for creative ways to stay in touch with clients that feel personal and meaningful without feeling overbearing. Explore our tips for keeping the line of communication open during the holiday season.

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This post is part of our Branding 101 series.

One of the best ways to create an effective marketing strategy is by showing clients your values and what makes you different. Creating and leveraging your website, logo, and messaging all help you work toward this goal, but you need to ensure all of your branding materials are consistent.

Learn more about consistency and how to achieve it in your branding in this blog.

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This post is part of our Branding 101 series.

When you’re building a brand, one of the first elements you’ll need to address is your logo. Your logo establishes a visual foundation for the rest of your marketing collateral, and you’ll use its elements (colors, fonts, shapes, etc.) repeatedly as you create new materials. That said, it’s important to think about your logo’s impact on the rest of your brand as well as the impression it gives as a standalone piece.

Learn more about the elements that make a great logo in this blog.

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We’re so proud to extend a heartfelt “Congratulations!” to the 168 clients we have on the 2022 Forbes Best-in-State Financial Security Professionals list, a collection of over 800 advisors! Keep reading to see the full list.

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We’d like to send a huge “Congratulations!” to our 24 clients who made the 2022 Forbes Top Financial Security Professionals list! Keep reading to see the full list.

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