Writing targeted content and providing client education around life events can be a huge growth opportunity for financial advisors. We recently facilitated the session Gray Divorce, Living Together, and Elder Care: Handling the Transitions at the 2022 FPA Annual Conference.
"As a financial advisor, you want to spend more time helping your clients grow their assets while still enjoying a steady stream of new leads, and less time meeting content deadlines." In our latest article for Rethinking65, Beyond AUM Co-Founder Gretchen
It's vital for financial advisors to understand the differences in how boomers and GenXers consume digital content — especially video. In this article for Rethinking65, Beyond AUM co-founder Gretchen Halpin discusses what sort of video content these potentially profitable demographics are
Last Friday, some of the Beyond AUM team made the trek to the Lincoln Park Zoo. We had one goal in mind: get a peak at the new baby lion. We were determined and had even called off a previous