Video Toolkit for Financial Professionals

You know video is a powerful tool for financial advisors. But how do you get started? Our video toolkit includes seven essential checklists, templates, and calendars to create your first video marketing strategy. By signing up for our toolkit, you’ll get new assets in your email inbox every week…

Blueprint For Relationship Marketing In A Digital Age

A Guide for Financial Professionals Relationship marketing may seem like just another industry buzzword. But how you handle relationships with existing clients determines whether you can rely solely on referrals to drive new business. Relationship marketing has been an effective marketing strategy…

Guide to Online Advertising

How to plan, launch, and track ads on social media and search engines If you want to reach new leads and grow your business, merely posting to your social media accounts and having a website is always enough. Instead, it is paid digital advertising that holds the most promise for the advisor…