What I Learned About Robo-Advisors From My Family Reunion
by Craig Faulkner, CEO of FMG Suite My wife comes from a large family. I’m talking really large: eight siblings, 36 grandchildren and around 60 great-grandchildren! Over the 4th of July weekend we all gathered for a fun, noisy family reunion. Meanwhile, I’ve had this issue of Robo-Advisors on my…
The Power of Blogging with Julie Edge
Julie Edge is the founder of Creelio, a custom blogging platform for financial advisors. In this marketing guest star video, Claire and Julie discuss the power of blogging and how blogging can help with your SEO. Marketing Tip Julie Edge Guest Star We love to share what we've learned from the…
How To Create a Compliance-Friendly Blog
For many advisors, the idea of blogging may be as intimidating as the idea of choosing the best investment mix is to their clients. In fact, blogging may simply sound like a time-consuming and high-tech way to get in trouble with compliance! In reality, most advisors have been blogging for years;…
