Let’s face it. As fiduciary financial advisors, the last thing we want to associate ourselves with is sales. But the truth of the matter is that “sales” is a big part of your business. Unlike broker-dealers, you’re not selling an
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
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
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.
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
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
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.
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