Marketing

Performance marketing is a modern marketing strategy that can save your business money and time while reaching your goals. But how can you get started, and what are your options?

Retirement Planning for Women at Every Stage of Life

Financial advisors play a vital role in retirement planning for women, addressing unique challenges and opportunities at every stage of life. From budgeting to estate planning, learn how to guide female clients and grow your practice.

How Often Should Estate Planning Attorneys Host Seminars?

If you’re wondering how often estate planning attorneys should host seminars, the answer depends on a few factors: your goals, your audience, and your available resources. Here’s what you need to consider.

Women Represent a $700 Billion Opportunity

Putting women first in your financial planning marketing strategy is not just the right choice. It is also a smart decision that can lead to long-term success in a changing market.

Understanding the Financial Advising Needs of the African American Community

For the African American community, financial advising is especially important because of unique historical and systemic challenges. Understanding these needs can help financial advisors provide better and tailored solutions for this demographic.

Are Seminars Good Marketing Solutions for Estate Planning Attorneys?

Are estate planning seminars a good marketing solution for your practice? The short answer is yes—and here’s why.

Empowering Women in Finance: Why Advisors Must Focus on Women

Women are shaping the financial world like never before. For financial advisors, this presents an enormous opportunity—not just to grow your client base but to truly meet the unique needs of an underserved market.