Advisors know that marketing is important, but it never seems to be as important as landing prospects, calling clients, and closing business. Its effectiveness can be hard to quantify so it can seem like a non-optimal use of time no… Read More »Developing a Content Calendar Makes your marketing more efficient.
Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and… Read More »Establishing a Digital Baseline for Your Advisory Business
New US Department of Labor rules mean that many financial advisors are now defined as fiduciaries and will require a Prohibitive Transaction Exemption (PTE) in order to remain compliant. A PTE allows Advisors to receive compensation for providing fiduciary investment advice on rolling… Read More »Remain Compliant with New US Department of Labor Rules