Under Stress: Advising Clients While Caring for Yourself
According to a survey by Everest College, the majority of Americans are stressed at work — 83% to be exact. And it makes sense; with the ability to constantly connect to the office through the internet, our work lives are
Navigating the Wave of Uncertainty: 5 Things Your Firm Can Do Today
Every day, our news feeds are jam-packed with the latest headlines about the devastating Coronavirus pandemic and the significant market volatility that has followed. Many of us can’t help but feel worried about our family members, friends, co-workers, neighbors, and
Marketing During a Pandemic by Gretchen Halpin on Databird
Our Co-Founder Gretchen Halpin was featured in Databird Business Journal about marketing strategies during the COVID-19 pandemic. Gretchen Halpin touches on how to discover what your clients need. Read the full article for more tips by clicking here.
Does Marketing “Work”? Not If You Do These 4 Things
According to an Investment News survey, the typical advisory firm spends no more than about 2% of its revenues on marketing. And it makes sense: Many financial advisors are skeptical that marketing even “works,” and they don’t have much free cash
Gretchen Halpin’s Biggest Role Model on MyCorporation
Our Co-Founder Gretchen Halpin was featured on MyCorporation's blog post where top women entrepreneurs introduce who their biggest role model is. Gretchen explained how Wonder Woman taught her lessons that she still applies to her business today. To learn more
WTF Is Thought Leadership?
Admit it. You’ve asked yourself this question at least once. The business world loves its buzzwords, doesn’t it? While most corporate jargon (we’re looking at you, “synergy”) can be flipped past in the dictionary for language that’s a bit more comprehensible,
Build a Culture for Female Clients by Gretchen Halpin on Advisor Perspectives
Our Co-Founder Gretchen Halpin was featured in Advisor Perspectives about how financial advisors can provide female investors with comprehensive financial planning. By empowering this market, Gretchen Halpin discusses how building a more inclusive culture can help to grow your business.
Why Goal-Setting Should Matter to Your Advisory Firm
It’s a love-hate relationship — the candy heart that says, “It’s complicated.” It’s equal parts exhilarating and exhausting. You know the feeling. In fact, you probably know it well. We’re talking about goal-setting — the annual activity that so many of us