Actionable ideas from industry thought leaders
Upcoming webinars
According to research, it takes 50 milliseconds to form an opinion of your website. So, how can you ensure that your site is in tip-top shape?
Join us on Wednesday, April 17th at 11 am PT/2 pm ET, as we continue our “website fixer-upper series!” Chief Evangelist, Samantha Russell and Chief Marketing & Experience Officer, Susan Theder, will do a live walkthrough of several websites sharing what edits they would make while discussing what they have learned that really works!
Do you feel as though you’re doing everything right but just aren’t seeing the type of business growth you were expecting?
If you’re ready to unlock the secrets of organic growth for your financial advisor practice, then join Susan Theder and industry veteran Bob Veres on Thursday, April 11th at 11 am PT/2 pm ET for a deep dive into the growth strategies that will catapult your business.
Incorporating social media into your overall marketing strategy is a great way to connect, especially with over 94% of financial advisors using social. But if you feel as though you are putting a lot of effort into your strategy, without getting the return you wanted, you may be making one of these seven main mistakes.
Join Samantha Russell on Wednesday, April 3rd at 11 am PT/2 pm ET, as she shares some of the top mistakes that advisors make when it comes to their social strategy plus tips for fixing them.
When it comes to growing your firm and retaining your clients, communication is key to your success.
Samantha Russell will be joining President & CEO of YCharts, Sean Brown, on Thursday, March 21st at 11 am PT/2 pm ET, as they review YCharts’ latest research on client communications while sharing ideas for leveraging communications to boost your business.