How’s Your 2025 Content Calendar Coming Along?

Yes, we know … no one really likes to be asked, “How’s it going?” about a project that they’re running behind on and probably haven’t thought about for a few days. Sorry! But honestly, if your firm is like most RIAs, you stay pretty busy with client meetings and follow-ups, maintaining your marketing and referral networks, and doing the coaching and mentoring needed to keep your in-office team running at top efficiency. You’ve got a lot on your plate!

In our latest article for Rethinking65, Gretchen Halpin discusses some tips that can provide a few shortcuts to updating your marketing, client communication, branding, and other content.