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The Post-COVID Office


The Post-COVID Office The novel Coronavirus outbreak may change a lot of the fundamental ways we traditionally interacted with people. Handshakes are now viewed with a level of suspicion; sharing…

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Engaging Clients in the Planning Process


Engaging Clients in the Planning Process I have two friends, Jane and John, each of whom wants to build a new home. When I asked Jane about her new home,…

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Podcasting Best Practices


Podcasting Best Practices Ready to stand out in a sea of financial advisors? Become a podcaster! But be sure to differentiate yourself by offering true value and entertainment to your…

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Dinner Seminars are Dead


Dinner Seminars are Dead There was a time when the free Dinner Seminar was the “go to” marketing idea for a financial advisor trying to attract new clients. You’d find…

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Newsletter Best Practices


Newsletter Best Practices A monthly newsletter sent to clients and leads can be a valuable tool in building your business. It gives you the opportunity to educate your clients on…

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Client Sensitivity When Reopening Your Office


Client sensitivity when reopening your office As states prepare to allow businesses to reopen, the question of client service is bound to be at the front of all of our…

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