By now, you are probably familiar with the term “hybrid marketing.” This refers to how digital and traditional marketing styles work in concert to maximize your marketing potential further and reach. Instead of focusing on just a couple of marketing channels to...
In our last blog, How to Eliminate Fear and Encourage Consumers to Act, we covered how most Americans struggle with financial illiteracy and anxiety over money. The best way to overcome consumers’ fear of financial decision-making is to engage and educate them....
The vast majority of Americans struggle with financial illiteracy and anxiety about money. In fact, according to a report published by Walden University, over 65% of Americans are financially illiterate and unable to manage their finances. In addition, The National...
(Don’t blame us if # 4 boosts your ego – and your customer acquisition pipeline – to new and exciting heights!) Do you want to attract more financial clients and perhaps even further strengthen the relationship you have with your current clients? Then keep reading....
It’s time to start expanding what financial advisors seek in the ideal client. According to a recent study by Discovery Data, the financial industry is out of sync with the U.S.’s current diversity and inclusion demographics. While the reasons might vary,...
It has been said during times of trials and tribulations, we may not be able to control the winds; however, we can learn to adjust the sails. The current pandemic has certainly impacted businesses across myriad industries, and the financial sector is no exception....
