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.” […]
By Andrew Hinkle – Director of Consulting 1 Week…7 Days…168 Hours…10,080 Minutes…604,800 Seconds…or simply the chaotic, stress inducing blur from Sunday to Sunday. That seems to be the general consensus, a week just isn’t enough time to do everything you want, need, or have to do. With Americans working more hours than all other citizens […]
By Andrew Hinkle – Sr. VP., Director of Consulting How many times have you heard the question, “How are you differentiating your business from your competition?” It’s probably one of the most commonly asked marketing questions. You will find it right there on our own New Client Questionnaire. Today I’ll give you a quick and […]