10 of the Best Company Swag Ideas for Your Advisory Firm
You hear that word a lot when it comes to items that companies give away. Company swag is a great way to build culture and also to boost your brand presence by providing clients and prospects with something that will keep you “top of mind” when they see the item. Companies are getting more and more…
The Future of Women Financial Advisors
According to economic trends studies, more than half of the U.S. population is women, and their role in home finances has changed. Today, 63 percent of women under the age of 45 control the financial decisions in their families. In contrast, less than 20% of financial advisors are women. The…
How Financial Professionals Can Plan for Crisis Recovery
It’s impossible to know exactly how long the COVID-19 crisis will last. With businesses all over the world in quarantine, for many, the financial future is a big question mark. While it is important to focus on what you can do to help your family and community right now, it is also important to…
