By Dan Klein, CEO Financial advisors have a unique opportunity to have a meaningful impact on the future of their clients’ lives. Many advisors spend a lot of time helping clients identify and plan for their goals and develop thoughtful strategies that are designed to meet those needs. Right now, the markets are unpredictable – […]
By Andrew Hinkle, Director of Consulting Pop quiz, what is the average annual marketing budget of a small business in the U.S.? Queue the Jeopardy theme…(you can listen here) Ok time’s up, your answer? Did you say, “What is less than $10,000?” Then you’d be our winner! That’s right, according to a 2017 Statista study […]
By Andrew Hinkle, Director of Consulting You probably don’t need me to tell you, but 2019 is only 89 days away. And if you’re keeping score at the office, that equates to 66 working days. If you haven’t begun to create you marketing strategy for next year, that is most likely a scary statement. Now, […]
By Andrew Hinkle, Director of Consulting We all love a good story. As humans, it’s the central way that we relate and share our thoughts, feelings and experiences. Stories help to make the complexity of our day to day simple to understand. That is what makes telling a story such a powerful marketing tool. A […]
By Dan Klein – CEO This is one of the first things we usually discuss with Financial Advisors. It’s a valid question and worth exploring. Let’s look at some typical messaging we see when someone doesn’t have a niche. “We offer holistic financial planning and wealth management services to high net worth individuals and families.” […]