The Effect of Digital Acceleration on Financial Advisors
The world is different than it was two years ago. We recognize people by the top halves of their faces. We work from our couches. We bump elbows instead of shaking hands. And we spend more time online. Pre-pandemic, did you
Trends Come and Go, Clients Shouldn’t
By now, we're probably all sick of hearing the word unprecedented. However, once again, the word is the best way to describe how many of us are feeling about entering the third year of life in a global pandemic. The world
Financial Advisors Speak: Why Tone Matters
When you think of building a brand around your financial advisory firm, what comes to mind? A logo? A color scheme? Specific imagery? We are visual creatures by nature, and as such, our minds tend to jump to what we