Marketing for the Holidays

The holidays are the perfect time to connect with your clients. Expressing gratitude and providing helpful tips are just a few of the ways you can enrich their lives. You’re the Expert The holidays are a stressful time of year for many. Financial goals can be easily undermined when Santa comes to town. There are […]

5 Social Media Takeaways

I recently finished reading “The Social Advisor” by Amy Mcilwain. If you aren’t familiar with the book, Amy makes a case for advisors to utilize social media. She also shares some helpful insight into many of the popular platforms used today. I thought I would share 5 takeaways from this quick read. 1. Social Media […]